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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
RWP
901
RWA Wealth Partners
Massachusetts
$2.82M
DWM
902
Diversify Wealth Management
Utah
$2.81M
CI Investments Inc
903
CI Investments Inc
Ontario, Canada
$2.81M
LFAS
904
Level Four Advisory Services
Texas
$2.81M
CC
905
Chicago Capital
Illinois
$2.81M
MA
906
Mutual Advisors
Nebraska
$2.81M
AWA
907
Acumen Wealth Advisors
Tennessee
$2.79M
FCBT
908
First Citizens Bank & Trust
North Carolina
$2.79M
VVP
909
Venture Visionary Partners
Ohio
$2.78M
MMPW
910
Mitchell McLeod Pugh & Williams
Alabama
$2.78M
AA
911
Argent Advisors
Louisiana
$2.77M
SWM
912
Shelton Wealth Management
Texas
$2.77M
SCTC
913
Sanibel Captiva Trust Company
Florida
$2.76M
NRS
914
Neville Rodie & Shaw
New York
$2.76M
FAL
915
Focused Alpha LLC
Colorado
$2.76M
XWM
916
Xcel Wealth Management
Florida
$2.75M
WP
917
WealthShield Partners
North Carolina
$2.75M
APC
918
Aspire Private Capital
North Carolina
$2.75M
B
919
Bailard
California
$2.75M
GAG
920
GM Advisory Group
New York
$2.74M
BRWA
921
B. Riley Wealth Advisors
Florida
$2.74M
DAS
922
Dynamic Advisor Solutions
Arizona
$2.72M
CAS
923
Coppell Advisory Solutions
Texas
$2.72M
RF
924
Roxbury Financial
New Jersey
$2.71M
SSI
925
Scott & Selber Inc
Texas
$2.7M