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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
GTAM
2801
Global Trust Asset Management
Florida
$8.95K
WA
2802
Westfuller Advisors
New York
$8.95K
TFM
2803
TFC Financial Management
Massachusetts
$8.67K
PWA
2804
Provenance Wealth Advisors
Florida
$8.29K
SFAM
2805
Sawyer Falduto Asset Management
Illinois
$7.05K
GJIA
2806
Glass Jacobson Investment Advisors
Maryland
$7.02K
DAL
2807
Delta Accumulation LLC
California
$6.8K
BFS
2808
Bare Financial Services
Pennsylvania
$6.34K
CF
2809
Conquis Financial
California
$5.78K
KCM
2810
Key Capital Management
Tennessee
$5.59K
OW
2811
Olistico Wealth
Oklahoma
$5.13K
STB
2812
S&T Bank
Pennsylvania
$4.66K
DI
2813
DAGCO Inc
Ohio
$4.66K
FW
2814
Fairway Wealth
Ohio
$4.1K
HIA
2815
HFM Investment Advisors
New Jersey
$4.1K
IPS
2816
Investors Portfolio Services
Washington
$3.69K
FF
2817
Friedenthal Financial
New Jersey
$3.1K
DCM
2818
Davis Capital Management
Florida
$2.89K
NRWA
2819
North Ridge Wealth Advisors
Oregon
$2.8K
DF
2820
DecisionPoint Financial
Arizona
$2.52K
DWA
2821
Delos Wealth Advisors
Texas
$2.42K
LIA
2822
Luken Investment Analytics
Tennessee
$2.33K
SA
2823
Seneschal Advisors
Washington
$2.24K
EWM
2824
Evolution Wealth Management
Florida
$1.49K
APW
2825
Atlantic Private Wealth
North Carolina
$1.41K