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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

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

Holders
2,872
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
TWD
2726
True Wealth Design
Ohio
$47.8K
GA
2727
GoalVest Advisory
New York
$47.3K
SHIM
2728
Stone House Investment Management
Pennsylvania
$46.9K
PP
2729
PFS Partners
New Jersey
$45.1K
KFA
2730
Kelleher Financial Advisors
New York
$44.7K
RWM
2731
Rialto Wealth Management
New York
$44.5K
HFS
2732
Hughes Financial Services
Virginia
$44.4K
JFG
2733
JDM Financial Group
Texas
$43.3K
DF
2734
Dunhill Financial
United Kingdom
$42.8K
MCM
2735
MidAtlantic Capital Management
Virginia
$42.1K
PAM
2736
Parvin Asset Management
South Dakota
$41.9K
AIA
2737
Aventus Investment Advisors
Florida
$41K
NSG
2738
Nalls Sherbakoff Group
Tennessee
$41K
BAM
2739
Bellevue Asset Management
Washington
$40.7K
1M
2740
1248 Management
Missouri
$40.6K
AF
2741
Aviso Financial
Ontario, Canada
$40.3K
CRI
2742
Commonwealth Retirement Investments
Virginia
$40K
BFPW
2743
BOK Financial Private Wealth
Colorado
$39.9K
MLA
2744
MB, Levis & Associates
Pennsylvania
$39K
MWM
2745
Mascoma Wealth Management
New Hampshire
$38.9K
BW
2746
Bravera Wealth
North Dakota
$38.7K
ACM
2747
Accent Capital Management
Ohio
$37.7K
CAM
2748
Costello Asset Management
Pennsylvania
$37.1K
CFS
2749
CGC Financial Services
Oregon
$36.9K
T
2750
Tidemark
California
$35.6K