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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
EWA
2801
EQ Wealth Advisors
Texas
$15.8K
IAS
2802
IMA Advisory Services
Colorado
$15.5K
WWM
2803
Wolff Wiese Magana
California
$14.9K
SC
2804
Swan Capital
Florida
$14K
AEPWM
2805
Atlantic Edge Private Wealth Management
Florida
$14K
ACA
2806
Atlas Capital Advisors
Wyoming
$13.6K
EPAM
2807
Evelyn Partners Asset Management
$13.5K
CA
2808
Cresta Advisors
Texas
$12.6K
BC
2809
Broadwater Capital
Massachusetts
$12.4K
MPW
2810
MASECO Private Wealth
$11.5K
PIS
2811
POM Investment Strategies
North Carolina
$11.3K
B
2812
Birchbrook
Maine
$11.2K
IA
2813
IFS Advisors
Kansas
$11K
WW
2814
Winnow Wealth
Texas
$10.9K
T
2815
Transce3nd
Texas
$10.7K
UFPG
2816
United Financial Planning Group
New York
$10.7K
CWA
2817
Carolina Wealth Advisors
South Carolina
$10.5K
PS
2818
PayPay Securities
Japan
$10.4K
UOTTAIMCU
2819
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.3K
GFL
2820
Granite FO LLC
New Hampshire
$10.1K
DWM
2821
Darwin Wealth Management
Florida
$10K
LFA
2822
LGT Financial Advisors
Texas
$9.97K
DFA
2823
DHJJ Financial Advisors
Illinois
$9.81K
SIP
2824
Sellwood Investment Partners
Oregon
$9.79K
SVWA
2825
Sarver Vrooman Wealth Advisors
Missouri
$9.79K