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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
RIM
2901
Redwood Investment Management
Arizona
JWM
2902
JPL Wealth Management
Colorado
GFG
2903
Goldstone Financial Group
Illinois
CCM
2904
Cinctive Capital Management
New York
HL
2905
HeadInvest LLC
Maine
CIR
2906
Clear Investment Research
Georgia
TGIA
2907
Torrey Growth & Income Advisors
California
CFG
2908
Carter Financial Group
Illinois
SWM
2909
Seed Wealth Management
Illinois
EFL
2910
ERn Financial LLC
Wisconsin
LJHT
2911
Laurie J. Hall Trustee
HHRDM
2912
H&H Retirement Design & Management
Nevada
RW
2913
Rede Wealth
Virginia
CFP
2914
Comprehensive Financial Planning
Pennsylvania
OWP
2915
ORG Wealth Partners
Texas
BDL
2916
Bey-Douglas LLC
Georgia
TCM
2917
TruNorth Capital Management
Michigan
FLP
2918
Financial Life Planners
Arizona
SP
2919
Saranac Partners
KFP
2920
Keener Financial Planning
Texas
AT
2921
Arlington Trust
Alabama
CWM
2922
Crowley Wealth Management
Delaware
TIM
2923
Tortoise Investment Management
New York
PFA
2924
Pathway Financial Advisers
Indiana
FLFS
2925
Family Legacy Financial Solutions
North Carolina