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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
CMA
2751
Cedar Mountain Advisors
Oregon
$32.9K
SIS
2752
Strategic Investment Solutions
Illinois
$32.7K
MIM
2753
Meridiem Investment Management
United Kingdom
$32.6K
MA
2754
Modus Advisors
Minnesota
$32.6K
PSFG
2755
Park Square Financial Group
Georgia
$32.2K
RPA
2756
Redwood Park Advisors
California
$32.1K
HFS
2757
Horizon Financial Services
North Carolina
$32K
EPIM
2758
Evelyn Partners Investment Management
$31.7K
RTL
2759
Red Tortoise LLC
Georgia
$31.3K
TPBG
2760
Turning Point Benefit Group
Maryland
$31.2K
QA
2761
Quattro Advisors
Pennsylvania
$30.4K
NRG
2762
Nemes Rush Group
Michigan
$30.2K
RWA
2763
Redmont Wealth Advisors
Illinois
$29.8K
SR
2764
Swiss Re
Switzerland
$29.7K
SFG
2765
Strive Financial Group
Indiana
$29.5K
NOI
2766
Newton One Investments
Delaware
$29K
CWP
2767
Clark Wealth Partners
Illinois
$28.7K
RWS
2768
Retirement Wealth Solutions
Wisconsin
$28.7K
BCM
2769
Berbice Capital Management
New York
$28K
JGCM
2770
Joseph Group Capital Management
Ohio
$28K
TIAAOA
2771
Teachers Insurance & Annuity Association of America
New York
$27.2K
EWP
2772
Elevation Wealth Partners
California
$27.1K
AIM
2773
Access Investment Management
Georgia
$26.5K
NL
2774
Navalign LLC
California
$26K
MAM
2775
Marquette Asset Management
Minnesota
$25.5K