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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
PS
2801
Pinney & Scofield
Massachusetts
$16.9K
TM
2802
Torren Management
California
$16.7K
BIM
2803
Breakwater Investment Management
Washington
$16.6K
EWA
2804
EQ Wealth Advisors
Texas
$15.8K
IAS
2805
IMA Advisory Services
Colorado
$15.5K
WWM
2806
Wolff Wiese Magana
California
$14.9K
SC
2807
Swan Capital
Florida
$14K
AEPWM
2808
Atlantic Edge Private Wealth Management
Florida
$14K
ACA
2809
Atlas Capital Advisors
Wyoming
$13.6K
EPAM
2810
Evelyn Partners Asset Management
$13.5K
CA
2811
Cresta Advisors
Texas
$12.6K
BC
2812
Broadwater Capital
Massachusetts
$12.4K
MPW
2813
MASECO Private Wealth
$11.5K
PIS
2814
POM Investment Strategies
North Carolina
$11.3K
B
2815
Birchbrook
Maine
$11.2K
IA
2816
IFS Advisors
Kansas
$11K
WW
2817
Winnow Wealth
Texas
$10.9K
T
2818
Transce3nd
Texas
$10.7K
UFPG
2819
United Financial Planning Group
New York
$10.7K
CWA
2820
Carolina Wealth Advisors
South Carolina
$10.5K
PS
2821
PayPay Securities
Japan
$10.4K
UOTTAIMCU
2822
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.3K
GFL
2823
Granite FO LLC
New Hampshire
$10.1K
DWM
2824
Darwin Wealth Management
Florida
$10K
LFA
2825
LGT Financial Advisors
Texas
$9.97K