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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
USCWA
926
U.S. Capital Wealth Advisors
Texas
$2.68M
AGWCA
927
Annis Gardner Whiting Capital Advisors
Florida
$2.68M
CC
928
Courier Capital
New York
$2.68M
SAI
929
Savvy Advisors Inc
New York
$2.67M
NAS
930
NWF Advisory Services
California
$2.67M
SACTSONJ
931
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.66M
WBC
932
West Branch Capital
Massachusetts
$2.65M
NEWAS
933
N.E.W. Advisory Services
Wisconsin
$2.65M
MAM
934
Mystic Asset Management
Rhode Island
$2.64M
LAM
935
LOM Asset Management
$2.64M
DW30
936
Drucker Wealth 3.0
New Jersey
$2.64M
PPWP
937
Premier Path Wealth Partners
New Jersey
$2.63M
ZIC
938
ZWJ Investment Counsel
Georgia
$2.63M
CAM
939
Carret Asset Management
New York
$2.63M
CPBTD
940
Central Pacific Bank - Trust Division
Hawaii
$2.63M
MPWT
941
MassMutual Private Wealth & Trust
Connecticut
$2.62M
CSP
942
Cary Street Partners
Virginia
$2.62M
BAAM
943
Baker Avenue Asset Management
California
$2.61M
SS
944
Sunbelt Securities
Texas
$2.61M
SCM
945
Stevens Capital Management
Pennsylvania
$2.6M
WKWM
946
Walter & Keenan Wealth Management
Indiana
$2.59M
RIL
947
Rothschild Investment LLC
Illinois
$2.59M
PWAM
948
Private Wealth Asset Management
Iowa
$2.58M
FIA
949
Foundations Investment Advisors
Arizona
$2.58M
IWM
950
Iams Wealth Management
Nebraska
$2.57M