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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

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

Holders
2,854
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
AP
2776
Aspect Partners
Virginia
$20.8K
IW
2777
Imprint Wealth
South Carolina
$20.7K
GWSG
2778
GPS Wealth Strategies Group
Colorado
$20.5K
GCMLDOWM
2779
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Maryland
$20.4K
PWA
2780
Principia Wealth Advisory
Texas
$19.4K
CWM
2781
Consultiva Wealth Management
Puerto Rico
$19.3K
WA
2782
Whipplewood Advisors
Colorado
$19.3K
RBC
2783
Roble Belko & Company
Pennsylvania
$19K
AW
2784
Ankerstar Wealth
Texas
$18.7K
ACM
2785
Anfield Capital Management
California
$17.6K
MDA
2786
Minot DeBlois Advisors
Massachusetts
$17.4K
PG
2787
Proffitt & Goodson
Tennessee
$17.1K
PS
2788
Pinney & Scofield
Massachusetts
$16.9K
TM
2789
Torren Management
California
$16.7K
BIM
2790
Breakwater Investment Management
Washington
$16.6K
EWA
2791
EQ Wealth Advisors
Texas
$15.8K
IAS
2792
IMA Advisory Services
Colorado
$15.5K
WWM
2793
Wolff Wiese Magana
California
$14.9K
SC
2794
Swan Capital
Florida
$14K
AEPWM
2795
Atlantic Edge Private Wealth Management
Florida
$14K
ACA
2796
Atlas Capital Advisors
Wyoming
$13.6K
EPAM
2797
Evelyn Partners Asset Management
$13.5K
CA
2798
Cresta Advisors
Texas
$12.6K
BC
2799
Broadwater Capital
Massachusetts
$12.4K
MPW
2800
MASECO Private Wealth
$11.5K