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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
PAM
2701
Parvin Asset Management
South Dakota
$41.9K
AIA
2702
Aventus Investment Advisors
Florida
$41K
BAM
2703
Bellevue Asset Management
Washington
$40.7K
1M
2704
1248 Management
Missouri
$40.6K
AF
2705
Aviso Financial
Ontario, Canada
$40.3K
CRI
2706
Commonwealth Retirement Investments
Virginia
$40K
BFPW
2707
BOK Financial Private Wealth
Colorado
$39.9K
MLA
2708
MB, Levis & Associates
Pennsylvania
$39K
MWM
2709
Mascoma Wealth Management
New Hampshire
$38.9K
ACM
2710
Accent Capital Management
Ohio
$37.7K
CAM
2711
Costello Asset Management
Pennsylvania
$37.1K
CFS
2712
CGC Financial Services
Oregon
$36.9K
T
2713
Tidemark
California
$35.6K
NWM
2714
Nova Wealth Management
Florida
$35.2K
BCM
2715
Boreal Capital Management
Florida
$33.9K
FIM
2716
FWL Investment Management
Texas
$33.1K
CMA
2717
Cedar Mountain Advisors
Oregon
$32.9K
MIM
2718
Meridiem Investment Management
United Kingdom
$32.6K
MA
2719
Modus Advisors
Minnesota
$32.6K
PSFG
2720
Park Square Financial Group
Georgia
$32.2K
RPA
2721
Redwood Park Advisors
California
$32.1K
HFS
2722
Horizon Financial Services
North Carolina
$32K
EPIM
2723
Evelyn Partners Investment Management
$31.7K
RTL
2724
Red Tortoise LLC
Georgia
$31.3K
TPBG
2725
Turning Point Benefit Group
Maryland
$31.2K