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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

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

Holders
2,854
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
FA
2701
Fountainhead AM
New Jersey
$51.5K
YAL
2702
Your Advocates Ltd
Texas
$51.3K
BTD
2703
BankPlus Trust Department
Mississippi
$51.2K
LAS
2704
Lloyd Advisory Services
Georgia
$50.9K
QWM
2705
Quaker Wealth Management
New Jersey
$50.1K
MSWA
2706
Marshall & Sterling Wealth Advisors
New York
$49.9K
VWM
2707
Valley Wealth Managers
New Jersey
$49.5K
LWMI
2708
Legacy Wealth Management (Idaho)
Idaho
$49.2K
TCM
2709
TD Capital Management
Tennessee
$49.2K
MCA
2710
McGuire Capital Advisors
Oklahoma
$48.9K
BCPWM
2711
Bradley & Co Private Wealth Management
Florida
$48.6K
TWD
2712
True Wealth Design
Ohio
$47.8K
GA
2713
GoalVest Advisory
New York
$47.3K
SHIM
2714
Stone House Investment Management
Pennsylvania
$46.9K
PP
2715
PFS Partners
New Jersey
$45.1K
KFA
2716
Kelleher Financial Advisors
New York
$44.7K
RWM
2717
Rialto Wealth Management
New York
$44.5K
HFS
2718
Hughes Financial Services
Virginia
$44.4K
JFG
2719
JDM Financial Group
Texas
$43.3K
DF
2720
Dunhill Financial
United Kingdom
$42.8K
MCM
2721
MidAtlantic Capital Management
Virginia
$42.1K
PAM
2722
Parvin Asset Management
South Dakota
$41.9K
AIA
2723
Aventus Investment Advisors
Florida
$41K
BAM
2724
Bellevue Asset Management
Washington
$40.7K
1M
2725
1248 Management
Missouri
$40.6K