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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 increasing their positions, 989 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% more funds holding

Funds holding: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,869
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85B
Puts
$5.44B
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$279M
3 +$271M
4
UBS AM
UBS AM
Illinois
+$206M
5
Harris Associates
Harris Associates
Illinois
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
2576
Harbor Capital Advisors
Illinois
$158K
RFG
2577
REAP Financial Group
Texas
$158K
PWM
2578
Proathlete Wealth Management
Florida
$157K
M
2579
MOTCO
Texas
$157K
SVCP
2580
Silicon Valley Capital Partners
California
$157K
FUBT
2581
First United Bank & Trust
Maryland
$157K
II
2582
Inspire Investing
Idaho
$156K
PWMG
2583
Prestige Wealth Management Group
New Jersey
$155K
BHWM
2584
Bay Harbor Wealth Management
Maryland
$155K
LAMC
2585
Longview Asset Management (California)
California
$154K
CA
2586
Centerpoint Advisors
Massachusetts
$154K
ANBT
2587
American National Bank & Trust
Texas
$154K
OC
2588
Optima Capital
Oregon
$154K
SWIM
2589
Smallwood Wealth Investment Management
New Jersey
$150K
HWA
2590
Heritage Wealth Advisors
Virginia
$150K
CT
2591
Clearstead Trust
Maine
$149K
BWL
2592
Bogart Wealth LLC
Virginia
$149K
FMP
2593
Financial Management Professionals
Texas
$149K
CYG
2594
Clean Yield Group
Vermont
$148K
MMCM
2595
Murphy & Mullick Capital Management
New York
$147K
CPG
2596
Cornerstone Planning Group
New Jersey
$147K
HCM
2597
Hollencrest Capital Management
California
$145K
KBFS
2598
Kohmann Bosshard Financial Services
Ohio
$144K
FFA
2599
Frazier Financial Advisors
Ohio
$143K
AWM
2600
Activest Wealth Management
Florida
$141K