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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
CIAS
2701
CBIZ Investment Advisory Services
Ohio
$54.6K
HC
2702
Hurley Capital
New York
$54.1K
BC
2703
Barrett & Company
Rhode Island
$53.8K
BAM
2704
Byrne Asset Management
New Jersey
$53.5K
KG
2705
Kilter Group
New York
$53K
DWM
2706
Dogwood Wealth Management
Kansas
$51.8K
LGWM
2707
Litman Gregory Wealth Management
California
$51.7K
SJIM
2708
St. Johns Investment Management
Florida
$51.5K
CFG
2709
Clayton Financial Group
Missouri
$51.5K
FA
2710
Fountainhead AM
New Jersey
$51.5K
YAL
2711
Your Advocates Ltd
Texas
$51.3K
BTD
2712
BankPlus Trust Department
Mississippi
$51.2K
LAS
2713
Lloyd Advisory Services
Georgia
$50.9K
QWM
2714
Quaker Wealth Management
New Jersey
$50.1K
MSWA
2715
Marshall & Sterling Wealth Advisors
New York
$49.9K
VWM
2716
Valley Wealth Managers
New Jersey
$49.5K
LWMI
2717
Legacy Wealth Management (Idaho)
Idaho
$49.2K
TCM
2718
TD Capital Management
Tennessee
$49.2K
MCA
2719
McGuire Capital Advisors
Oklahoma
$48.9K
BCPWM
2720
Bradley & Co Private Wealth Management
Florida
$48.6K
TWD
2721
True Wealth Design
Ohio
$47.8K
GA
2722
GoalVest Advisory
New York
$47.3K
SHIM
2723
Stone House Investment Management
Pennsylvania
$46.9K
PP
2724
PFS Partners
New Jersey
$45.1K
KFA
2725
Kelleher Financial Advisors
New York
$44.7K