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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
BC
2776
Broadwater Capital
Massachusetts
$12.4K
MPW
2777
MASECO Private Wealth
$11.5K
PIS
2778
POM Investment Strategies
North Carolina
$11.3K
B
2779
Birchbrook
Maine
$11.2K
IA
2780
IFS Advisors
Kansas
$11K
WW
2781
Winnow Wealth
Texas
$10.9K
T
2782
Transce3nd
Texas
$10.7K
UFPG
2783
United Financial Planning Group
New York
$10.7K
CWA
2784
Carolina Wealth Advisors
South Carolina
$10.5K
PS
2785
PayPay Securities
Japan
$10.4K
UOTTAIMCU
2786
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.3K
GFL
2787
Granite FO LLC
New Hampshire
$10.1K
DWM
2788
Darwin Wealth Management
Florida
$10K
LFA
2789
LGT Financial Advisors
Texas
$9.97K
DFA
2790
DHJJ Financial Advisors
Illinois
$9.81K
SIP
2791
Sellwood Investment Partners
Oregon
$9.79K
SVWA
2792
Sarver Vrooman Wealth Advisors
Missouri
$9.79K
MAS
2793
MPWM Advisory Solutions
Georgia
$9.69K
WA
2794
WestEnd Advisors
North Carolina
$9.69K
YP
2795
YANKCOM Partnership
South Dakota
$9.6K
EAM
2796
Eukles Asset Management
Ohio
$9.41K
MBFW
2797
Morton Brown Family Wealth
Pennsylvania
$9.32K
TLA
2798
Tanglewood Legacy Advisors
Texas
$9.32K
BWM
2799
Benson Wealth Management
Tennessee
$9.23K
EFMH
2800
E Fund Management (HK)
Hong Kong
$9.13K