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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
FW
2851
Fairway Wealth
Ohio
$4.1K
HIA
2852
HFM Investment Advisors
New Jersey
$4.1K
IPS
2853
Investors Portfolio Services
Washington
$3.69K
FF
2854
Friedenthal Financial
New Jersey
$3.1K
DCM
2855
Davis Capital Management
Florida
$2.89K
NRWA
2856
North Ridge Wealth Advisors
Oregon
$2.8K
DF
2857
DecisionPoint Financial
Arizona
$2.52K
DWA
2858
Delos Wealth Advisors
Texas
$2.42K
LIA
2859
Luken Investment Analytics
Tennessee
$2.33K
SA
2860
Seneschal Advisors
Washington
$2.24K
NL
2861
NorthAvenue LLC
Ohio
$1.49K
EWM
2862
Evolution Wealth Management
Florida
$1.49K
APW
2863
Atlantic Private Wealth
North Carolina
$1.41K
BA
2864
Bard Associates
Illinois
$1.4K
UFF
2865
USA Financial Formulas
Michigan
$932
FDW
2866
Fourth Dimension Wealth
Ohio
$746
OCM
2867
Osbon Capital Management
Massachusetts
$746
P
2868
Palladiem
Pennsylvania
$466
CIAM
2869
Caitong International Asset Management
Hong Kong
$280
WCM
2870
Westend Capital Management
California
$215
AS
2871
Altshuler Shaham
Israel
FGP
2872
Freestone Grove Partners
California
ECM
2873
ExodusPoint Capital Management
New York
NCM
2874
Nearwater Capital Markets
Ireland
AIM
2875
Achmea Investment Management
Netherlands