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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
LFAS
901
Level Four Advisory Services
Texas
$2.81M
CC
902
Chicago Capital
Illinois
$2.81M
MA
903
Mutual Advisors
Nebraska
$2.81M
AWA
904
Acumen Wealth Advisors
Tennessee
$2.79M
FCBT
905
First Citizens Bank & Trust
North Carolina
$2.79M
VVP
906
Venture Visionary Partners
Ohio
$2.78M
MMPW
907
Mitchell McLeod Pugh & Williams
Alabama
$2.78M
AA
908
Argent Advisors
Louisiana
$2.77M
SWM
909
Shelton Wealth Management
Texas
$2.77M
SCTC
910
Sanibel Captiva Trust Company
Florida
$2.76M
NRS
911
Neville Rodie & Shaw
New York
$2.76M
FAL
912
Focused Alpha LLC
Colorado
$2.76M
XWM
913
Xcel Wealth Management
Florida
$2.75M
WP
914
WealthShield Partners
North Carolina
$2.75M
APC
915
Aspire Private Capital
North Carolina
$2.75M
B
916
Bailard
California
$2.75M
GAG
917
GM Advisory Group
New York
$2.74M
BRWA
918
B. Riley Wealth Advisors
Florida
$2.74M
DAS
919
Dynamic Advisor Solutions
Arizona
$2.72M
CAS
920
Coppell Advisory Solutions
Texas
$2.72M
RF
921
Roxbury Financial
New Jersey
$2.71M
SSI
922
Scott & Selber Inc
Texas
$2.7M
RFM
923
Royal Fund Management
Florida
$2.68M
USCWA
924
U.S. Capital Wealth Advisors
Texas
$2.68M
AGWCA
925
Annis Gardner Whiting Capital Advisors
Florida
$2.68M