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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
MA
2751
Modus Advisors
Minnesota
$32.6K
PSFG
2752
Park Square Financial Group
Georgia
$32.2K
RPA
2753
Redwood Park Advisors
California
$32.1K
HFS
2754
Horizon Financial Services
North Carolina
$32K
EPIM
2755
Evelyn Partners Investment Management
$31.7K
RTL
2756
Red Tortoise LLC
Georgia
$31.3K
TPBG
2757
Turning Point Benefit Group
Maryland
$31.2K
QA
2758
Quattro Advisors
Pennsylvania
$30.4K
NRG
2759
Nemes Rush Group
Michigan
$30.2K
RWA
2760
Redmont Wealth Advisors
Illinois
$29.8K
SR
2761
Swiss Re
Switzerland
$29.7K
SFG
2762
Strive Financial Group
Indiana
$29.5K
NOI
2763
Newton One Investments
Delaware
$29K
CWP
2764
Clark Wealth Partners
Illinois
$28.7K
RWS
2765
Retirement Wealth Solutions
Wisconsin
$28.7K
BCM
2766
Berbice Capital Management
New York
$28K
JGCM
2767
Joseph Group Capital Management
Ohio
$28K
TIAAOA
2768
Teachers Insurance & Annuity Association of America
New York
$27.2K
EWP
2769
Elevation Wealth Partners
California
$27.1K
AIM
2770
Access Investment Management
Georgia
$26.5K
NL
2771
Navalign LLC
California
$26K
MAM
2772
Marquette Asset Management
Minnesota
$25.5K
MCP
2773
Miller Capital Partners
Michigan
$25.2K
GFA
2774
Godfrey Financial Associates
New York
$24.9K
CCM
2775
Copeland Capital Management
Pennsylvania
$24K