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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
IWM
951
Iams Wealth Management
Nebraska
$2.57M
PBK
952
Peoples Bank (Kansas)
Kansas
$2.56M
BWM
953
Bluebird Wealth Management
Massachusetts
$2.56M
WTC
954
WhitTier Trust Company
Nevada
$2.55M
TFA
955
Trinity Financial Advisors
Ohio
$2.54M
MG
956
Mather Group
Illinois
$2.53M
HDA
957
Harold Davidson & Associates
California
$2.52M
MYAM
958
Meiji Yasuda Asset Management
Japan
$2.51M
RWM
959
Riverchase Wealth Management
Texas
$2.5M
EWA
960
EverSource Wealth Advisors
Alabama
$2.5M
PBT
961
Pictet Bank & Trust
Bahamas
$2.49M
MAMA
962
Myriad Asset Management Advisors
Florida
$2.49M
PAM
963
Peak Asset Management
Colorado
$2.49M
PGAM
964
Princeton Global Asset Management
New Jersey
$2.45M
KWA
965
Kingswood Wealth Advisors
California
$2.45M
EHC
966
Everett Harris & Co
California
$2.44M
LI
967
LRI Investments
Florida
$2.43M
APW
968
Aventura Private Wealth
Florida
$2.42M
CTC (Chicago Trading Company)
969
CTC (Chicago Trading Company)
Illinois
$2.42M
COI
970
Connable Office Inc
Michigan
$2.42M
OWA
971
One Wealth Advisors
California
$2.41M
FWA
972
FOCUS Wealth Advisors
Texas
$2.4M
YIA
973
YHB Investment Advisors
Connecticut
$2.4M
MIM
974
Morningstar Investment Management
Illinois
$2.39M
CA
975
CWC Advisors
Oregon
$2.37M