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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

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

Holders
2,872
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
ACM
2801
Anfield Capital Management
California
$17.6K
MDA
2802
Minot DeBlois Advisors
Massachusetts
$17.4K
PG
2803
Proffitt & Goodson
Tennessee
$17.1K
PS
2804
Pinney & Scofield
Massachusetts
$16.9K
TM
2805
Torren Management
California
$16.7K
BIM
2806
Breakwater Investment Management
Washington
$16.6K
EWA
2807
EQ Wealth Advisors
Texas
$15.8K
IAS
2808
IMA Advisory Services
Colorado
$15.5K
WWM
2809
Wolff Wiese Magana
California
$14.9K
SC
2810
Swan Capital
Florida
$14K
AEPWM
2811
Atlantic Edge Private Wealth Management
Florida
$14K
ACA
2812
Atlas Capital Advisors
Wyoming
$13.6K
EPAM
2813
Evelyn Partners Asset Management
$13.5K
CA
2814
Cresta Advisors
Texas
$12.6K
BC
2815
Broadwater Capital
Massachusetts
$12.4K
MPW
2816
MASECO Private Wealth
$11.5K
PIS
2817
POM Investment Strategies
North Carolina
$11.3K
B
2818
Birchbrook
Maine
$11.2K
IA
2819
IFS Advisors
Kansas
$11K
WW
2820
Winnow Wealth
Texas
$10.9K
T
2821
Transce3nd
Texas
$10.7K
UFPG
2822
United Financial Planning Group
New York
$10.7K
CWA
2823
Carolina Wealth Advisors
South Carolina
$10.5K
PS
2824
PayPay Securities
Japan
$10.4K
UOTTAIMCU
2825
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.3K