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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
MWM
1076
Modera Wealth Management
New Jersey
$1.83M
EWA
1077
Exencial Wealth Advisors
Oklahoma
$1.83M
AHL
1078
Abel Hall LLC
Louisiana
$1.83M
RWFS
1079
Rayburn West Financial Services
Tennessee
$1.82M
BBA
1080
BLB&B Advisors
Pennsylvania
$1.82M
KP
1081
Keel Point
Alabama
$1.82M
CCG
1082
Ceeto Capital Group
Florida
$1.82M
SRC
1083
Sage Rhino Capital
California
$1.81M
IAS
1084
Insigneo Advisory Services
Florida
$1.81M
CI
1085
CX Institutional
Indiana
$1.81M
HFM
1086
Hartford Funds Management
Pennsylvania
$1.81M
SCM
1087
SCS Capital Management
Massachusetts
$1.8M
RA
1088
Ransom Advisory
Rhode Island
$1.8M
IA
1089
Integrity Alliance
Iowa
$1.79M
TCP
1090
TMB Capital Partners
Arkansas
$1.79M
LCM
1091
Lazari Capital Management
California
$1.78M
Financial Engines Advisors
1092
Financial Engines Advisors
California
$1.77M
IIC
1093
Integrated Investment Consultants
Michigan
$1.76M
BAM
1094
Belpointe Asset Management
Nevada
$1.75M
MEAC
1095
M.E. Allison & Co
Texas
$1.75M
WBWA
1096
William B. Walkup & Associates
South Carolina
$1.75M
KFSC
1097
Keystone Financial Services (Colorado)
Colorado
$1.75M
JCM
1098
Jacobi Capital Management
Pennsylvania
$1.74M
TCWA
1099
Turtle Creek Wealth Advisors
Texas
$1.74M
GWM
1100
Gibbs Wealth Management
Georgia
$1.73M