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Wells Fargo

2,830 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,090 increasing their positions, 987 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,830 (+189)

1.65% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,830
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
KA
2751
Kozak & Associates
Colorado
$21.8K
HHGA
2752
Halbert Hargrove Global Advisors
California
$21.7K
GF
2753
GGM Financials
Ohio
$21.6K
AP
2754
Aspect Partners
Virginia
$20.8K
IW
2755
Imprint Wealth
South Carolina
$20.7K
GWSG
2756
GPS Wealth Strategies Group
Colorado
$20.5K
PWA
2757
Principia Wealth Advisory
Texas
$19.4K
CWM
2758
Consultiva Wealth Management
Puerto Rico
$19.3K
WA
2759
Whipplewood Advisors
Colorado
$19.3K
RBC
2760
Roble Belko & Company
Pennsylvania
$19K
AW
2761
Ankerstar Wealth
Texas
$18.7K
ACM
2762
Anfield Capital Management
California
$17.6K
MDA
2763
Minot DeBlois Advisors
Massachusetts
$17.4K
PG
2764
Proffitt & Goodson
Tennessee
$17.1K
PS
2765
Pinney & Scofield
Massachusetts
$16.9K
TM
2766
Torren Management
California
$16.7K
BIM
2767
Breakwater Investment Management
Washington
$16.6K
EWA
2768
EQ Wealth Advisors
Texas
$15.8K
IAS
2769
IMA Advisory Services
Colorado
$15.5K
WWM
2770
Wolff Wiese Magana
California
$14.9K
SC
2771
Swan Capital
Florida
$14K
AEPWM
2772
Atlantic Edge Private Wealth Management
Florida
$14K
ACA
2773
Atlas Capital Advisors
Wyoming
$13.6K
EPAM
2774
Evelyn Partners Asset Management
$13.5K
CA
2775
Cresta Advisors
Texas
$12.6K