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