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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
SHIM
2726
Stone House Investment Management
Pennsylvania
$46.9K
PP
2727
PFS Partners
New Jersey
$45.1K
KFA
2728
Kelleher Financial Advisors
New York
$44.7K
RWM
2729
Rialto Wealth Management
New York
$44.5K
HFS
2730
Hughes Financial Services
Virginia
$44.4K
JFG
2731
JDM Financial Group
Texas
$43.3K
DF
2732
Dunhill Financial
United Kingdom
$42.8K
MCM
2733
MidAtlantic Capital Management
Virginia
$42.1K
PAM
2734
Parvin Asset Management
South Dakota
$41.9K
NSG
2735
Nalls Sherbakoff Group
Tennessee
$41K
AIA
2736
Aventus Investment Advisors
Florida
$41K
BAM
2737
Bellevue Asset Management
Washington
$40.7K
1M
2738
1248 Management
Missouri
$40.6K
AF
2739
Aviso Financial
Ontario, Canada
$40.3K
CRI
2740
Commonwealth Retirement Investments
Virginia
$40K
BFPW
2741
BOK Financial Private Wealth
Colorado
$39.9K
MLA
2742
MB, Levis & Associates
Pennsylvania
$39K
MWM
2743
Mascoma Wealth Management
New Hampshire
$38.9K
ACM
2744
Accent Capital Management
Ohio
$37.7K
CAM
2745
Costello Asset Management
Pennsylvania
$37.1K
CFS
2746
CGC Financial Services
Oregon
$36.9K
T
2747
Tidemark
California
$35.6K
NWM
2748
Nova Wealth Management
Florida
$35.2K
BCM
2749
Boreal Capital Management
Florida
$33.9K
FIM
2750
FWL Investment Management
Texas
$33.1K