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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
CFP
2951
Comprehensive Financial Planning
Pennsylvania
OWP
2952
ORG Wealth Partners
Texas
BDL
2953
Bey-Douglas LLC
Georgia
TCM
2954
TruNorth Capital Management
Michigan
FLP
2955
Financial Life Planners
Arizona
SP
2956
Saranac Partners
KFP
2957
Keener Financial Planning
Texas
AT
2958
Arlington Trust
Alabama
CWM
2959
Crowley Wealth Management
Delaware
TIM
2960
Tortoise Investment Management
New York
PFA
2961
Pathway Financial Advisers
Indiana
SC
2962
Stance Capital
Massachusetts
FLFS
2963
Family Legacy Financial Solutions
North Carolina
CCM
2964
Cloud Capital Management
Washington
MSG
2965
Main Street Group
Virginia
ABWM
2966
Alpine Bank Wealth Management
Colorado
GFWA
2967
Grey Fox Wealth Advisors
Delaware
ICCON
2968
Investment Counsel Company of Nevada
Nevada
TCA
2969
Trifecta Capital Advisors
Illinois
HFS
2970
Hopwood Financial Services
Virginia
FGAM
2971
Financial Gravity Asset Management
Texas
GWSA
2972
Global Wealth Strategies & Associates
Colorado
SFCL
2973
Strengthening Families & Communities LLC
Massachusetts
EPW
2974
Evergreen Private Wealth
Colorado
ORAM
2975
One River Asset Management
Connecticut