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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,834
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
RWM
951
Riverchase Wealth Management
Texas
$2.5M
EWA
952
EverSource Wealth Advisors
Alabama
$2.5M
PBT
953
Pictet Bank & Trust
Bahamas
$2.49M
MAMA
954
Myriad Asset Management Advisors
Florida
$2.49M
PAM
955
Peak Asset Management
Colorado
$2.49M
PGAM
956
Princeton Global Asset Management
New Jersey
$2.45M
KWA
957
Kingswood Wealth Advisors
California
$2.45M
EHC
958
Everett Harris & Co
California
$2.44M
LI
959
LRI Investments
Florida
$2.43M
APW
960
Aventura Private Wealth
Florida
$2.42M
CTC (Chicago Trading Company)
961
CTC (Chicago Trading Company)
Illinois
$2.42M
COI
962
Connable Office Inc
Michigan
$2.42M
OWA
963
One Wealth Advisors
California
$2.41M
FWA
964
FOCUS Wealth Advisors
Texas
$2.4M
YIA
965
YHB Investment Advisors
Connecticut
$2.4M
MIM
966
Morningstar Investment Management
Illinois
$2.39M
CA
967
CWC Advisors
Oregon
$2.37M
RMC
968
Resources Management Corp
Connecticut
$2.36M
SAM
969
Silvercrest Asset Management
New York
$2.36M
JSW
970
Journey Strategic Wealth
New Jersey
$2.34M
AM
971
AGF Management
Ontario, Canada
$2.34M
GVAG
972
Great Valley Advisor Group
Delaware
$2.32M
EFG
973
Everhart Financial Group
Ohio
$2.32M
WIS
974
Wright Investors Service
Connecticut
$2.31M
CWM
975
Chemistry Wealth Management
New York
$2.31M