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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,854
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
TFM
2826
TFC Financial Management
Massachusetts
$8.67K
PWA
2827
Provenance Wealth Advisors
Florida
$8.29K
SGL
2828
Sankala Group LLC
Colorado
$8.14K
SFAM
2829
Sawyer Falduto Asset Management
Illinois
$7.05K
GJIA
2830
Glass Jacobson Investment Advisors
Maryland
$7.02K
DAL
2831
Delta Accumulation LLC
California
$6.8K
BFS
2832
Bare Financial Services
Pennsylvania
$6.34K
CF
2833
Conquis Financial
California
$5.78K
KCM
2834
Key Capital Management
Tennessee
$5.59K
OW
2835
Olistico Wealth
Oklahoma
$5.13K
STB
2836
S&T Bank
Pennsylvania
$4.66K
DI
2837
DAGCO Inc
Ohio
$4.66K
FW
2838
Fairway Wealth
Ohio
$4.1K
HIA
2839
HFM Investment Advisors
New Jersey
$4.1K
IPS
2840
Investors Portfolio Services
Washington
$3.69K
FF
2841
Friedenthal Financial
New Jersey
$3.1K
DCM
2842
Davis Capital Management
Florida
$2.89K
NRWA
2843
North Ridge Wealth Advisors
Oregon
$2.8K
DF
2844
DecisionPoint Financial
Arizona
$2.52K
DWA
2845
Delos Wealth Advisors
Texas
$2.42K
LIA
2846
Luken Investment Analytics
Tennessee
$2.33K
SA
2847
Seneschal Advisors
Washington
$2.24K
EWM
2848
Evolution Wealth Management
Florida
$1.49K
APW
2849
Atlantic Private Wealth
North Carolina
$1.41K
BA
2850
Bard Associates
Illinois
$1.4K