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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
RIM
2926
Redwood Investment Management
Arizona
JWM
2927
JPL Wealth Management
Colorado
GFG
2928
Goldstone Financial Group
Illinois
CCM
2929
Cinctive Capital Management
New York
HL
2930
HeadInvest LLC
Maine
CIR
2931
Clear Investment Research
Georgia
TGIA
2932
Torrey Growth & Income Advisors
California
CFG
2933
Carter Financial Group
Illinois
SWM
2934
Seed Wealth Management
Illinois
EFL
2935
ERn Financial LLC
Wisconsin
LJHT
2936
Laurie J. Hall Trustee
HHRDM
2937
H&H Retirement Design & Management
Nevada
RW
2938
Rede Wealth
Virginia
CFP
2939
Comprehensive Financial Planning
Pennsylvania
OWP
2940
ORG Wealth Partners
Texas
BDL
2941
Bey-Douglas LLC
Georgia
TCM
2942
TruNorth Capital Management
Michigan
FLP
2943
Financial Life Planners
Arizona
SP
2944
Saranac Partners
KFP
2945
Keener Financial Planning
Texas
AT
2946
Arlington Trust
Alabama
CWM
2947
Crowley Wealth Management
Delaware
TIM
2948
Tortoise Investment Management
New York
PFA
2949
Pathway Financial Advisers
Indiana
FLFS
2950
Family Legacy Financial Solutions
North Carolina