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