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Wells Fargo

2,830 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,090 increasing their positions, 987 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,830 (+189)

1.65% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,830
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
$3.82B
Puts
$5.39B
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
DWM
2676
Dogwood Wealth Management
Kansas
$51.8K
LGWM
2677
Litman Gregory Wealth Management
California
$51.7K
SJIM
2678
St. Johns Investment Management
Florida
$51.5K
CFG
2679
Clayton Financial Group
Missouri
$51.5K
FA
2680
Fountainhead AM
New Jersey
$51.5K
YAL
2681
Your Advocates Ltd
Texas
$51.3K
BTD
2682
BankPlus Trust Department
Mississippi
$51.2K
LAS
2683
Lloyd Advisory Services
Georgia
$50.9K
QWM
2684
Quaker Wealth Management
New Jersey
$50.1K
MSWA
2685
Marshall & Sterling Wealth Advisors
New York
$49.9K
VWM
2686
Valley Wealth Managers
New Jersey
$49.5K
LWMI
2687
Legacy Wealth Management (Idaho)
Idaho
$49.2K
TCM
2688
TD Capital Management
Tennessee
$49.2K
MCA
2689
McGuire Capital Advisors
Oklahoma
$48.9K
BCPWM
2690
Bradley & Co Private Wealth Management
Florida
$48.6K
TWD
2691
True Wealth Design
Ohio
$47.8K
GA
2692
GoalVest Advisory
New York
$47.3K
SHIM
2693
Stone House Investment Management
Pennsylvania
$46.9K
PP
2694
PFS Partners
New Jersey
$45.1K
KFA
2695
Kelleher Financial Advisors
New York
$44.7K
RWM
2696
Rialto Wealth Management
New York
$44.5K
HFS
2697
Hughes Financial Services
Virginia
$44.4K
JFG
2698
JDM Financial Group
Texas
$43.3K
DF
2699
Dunhill Financial
United Kingdom
$42.8K
MCM
2700
MidAtlantic Capital Management
Virginia
$42.1K