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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

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

Holders
2,872
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
CFG
2951
Carter Financial Group
Illinois
SWM
2952
Seed Wealth Management
Illinois
EFL
2953
ERn Financial LLC
Wisconsin
LJHT
2954
Laurie J. Hall Trustee
HHRDM
2955
H&H Retirement Design & Management
Nevada
RW
2956
Rede Wealth
Virginia
CFP
2957
Comprehensive Financial Planning
Pennsylvania
OWP
2958
ORG Wealth Partners
Texas
BDL
2959
Bey-Douglas LLC
Georgia
TCM
2960
TruNorth Capital Management
Michigan
FLP
2961
Financial Life Planners
Arizona
SP
2962
Saranac Partners
KFP
2963
Keener Financial Planning
Texas
AT
2964
Arlington Trust
Alabama
CWM
2965
Crowley Wealth Management
Delaware
TIM
2966
Tortoise Investment Management
New York
PFA
2967
Pathway Financial Advisers
Indiana
SC
2968
Stance Capital
Massachusetts
FLFS
2969
Family Legacy Financial Solutions
North Carolina
CCM
2970
Cloud Capital Management
Washington
MSG
2971
Main Street Group
Virginia
ABWM
2972
Alpine Bank Wealth Management
Colorado
GFWA
2973
Grey Fox Wealth Advisors
Delaware
ICCON
2974
Investment Counsel Company of Nevada
Nevada
TCA
2975
Trifecta Capital Advisors
Illinois