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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
NWM
2751
Nova Wealth Management
Florida
$35.2K
BCM
2752
Boreal Capital Management
Florida
$33.9K
FIM
2753
FWL Investment Management
Texas
$33.1K
CMA
2754
Cedar Mountain Advisors
Oregon
$32.9K
SIS
2755
Strategic Investment Solutions
Illinois
$32.7K
MIM
2756
Meridiem Investment Management
United Kingdom
$32.6K
MA
2757
Modus Advisors
Minnesota
$32.6K
PSFG
2758
Park Square Financial Group
Georgia
$32.2K
RPA
2759
Redwood Park Advisors
California
$32.1K
HFS
2760
Horizon Financial Services
North Carolina
$32K
EPIM
2761
Evelyn Partners Investment Management
$31.7K
RTL
2762
Red Tortoise LLC
Georgia
$31.3K
TPBG
2763
Turning Point Benefit Group
Maryland
$31.2K
QA
2764
Quattro Advisors
Pennsylvania
$30.4K
NRG
2765
Nemes Rush Group
Michigan
$30.2K
RWA
2766
Redmont Wealth Advisors
Illinois
$29.8K
SR
2767
Swiss Re
Switzerland
$29.7K
SFG
2768
Strive Financial Group
Indiana
$29.5K
NOI
2769
Newton One Investments
Delaware
$29K
CWP
2770
Clark Wealth Partners
Illinois
$28.7K
RWS
2771
Retirement Wealth Solutions
Wisconsin
$28.7K
BCM
2772
Berbice Capital Management
New York
$28K
JGCM
2773
Joseph Group Capital Management
Ohio
$28K
TIAAOA
2774
Teachers Insurance & Annuity Association of America
New York
$27.2K
EWP
2775
Elevation Wealth Partners
California
$27.1K