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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
AF
2726
Aviso Financial
Ontario, Canada
$40.3K
CRI
2727
Commonwealth Retirement Investments
Virginia
$40K
BFPW
2728
BOK Financial Private Wealth
Colorado
$39.9K
MLA
2729
MB, Levis & Associates
Pennsylvania
$39K
MWM
2730
Mascoma Wealth Management
New Hampshire
$38.9K
ACM
2731
Accent Capital Management
Ohio
$37.7K
CAM
2732
Costello Asset Management
Pennsylvania
$37.1K
CFS
2733
CGC Financial Services
Oregon
$36.9K
T
2734
Tidemark
California
$35.6K
NWM
2735
Nova Wealth Management
Florida
$35.2K
BCM
2736
Boreal Capital Management
Florida
$33.9K
FIM
2737
FWL Investment Management
Texas
$33.1K
CMA
2738
Cedar Mountain Advisors
Oregon
$32.9K
SIS
2739
Strategic Investment Solutions
Illinois
$32.7K
MIM
2740
Meridiem Investment Management
United Kingdom
$32.6K
MA
2741
Modus Advisors
Minnesota
$32.6K
PSFG
2742
Park Square Financial Group
Georgia
$32.2K
RPA
2743
Redwood Park Advisors
California
$32.1K
HFS
2744
Horizon Financial Services
North Carolina
$32K
EPIM
2745
Evelyn Partners Investment Management
$31.7K
RTL
2746
Red Tortoise LLC
Georgia
$31.3K
TPBG
2747
Turning Point Benefit Group
Maryland
$31.2K
QA
2748
Quattro Advisors
Pennsylvania
$30.4K
NRG
2749
Nemes Rush Group
Michigan
$30.2K
RWA
2750
Redmont Wealth Advisors
Illinois
$29.8K