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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

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

Holders
2,854
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
FMWA
1326
Forvis Mazars Wealth Advisors
Missouri
$1.14M
WWM
1327
Western Wealth Management
Colorado
$1.14M
VWA
1328
Visionary Wealth Advisors
Illinois
$1.13M
CAG
1329
Csenge Advisory Group
Florida
$1.13M
NWM
1330
Northwest Wealth Management
Iowa
$1.13M
HCP
1331
Hardin Capital Partners
South Carolina
$1.13M
SAM
1332
S.A. Mason
Michigan
$1.13M
ASC
1333
Atalanta Sosnoff Capital
New York
$1.12M
BW
1334
BIP Wealth
Georgia
$1.12M
MAWA
1335
Moss Adams Wealth Advisors
Washington
$1.12M
TMC
1336
Themes Management Co
Connecticut
$1.12M
PWMAG
1337
Pinnacle Wealth Management Advisory Group
New Jersey
$1.11M
OFS
1338
OneAscent Financial Services
Alabama
$1.11M
VGDSS
1339
VUB Generali dochodkova spravcovska spolocnost
$1.11M
LPAM
1340
Lodestar Private Asset Management
California
$1.11M
GIP
1341
Greatmark Investment Partners
Georgia
$1.11M
PIA
1342
Perennial Investment Advisors
California
$1.11M
FFM
1343
Flagstone Financial Management
Nebraska
$1.1M
DFCM
1344
Dark Forest Capital Management
Puerto Rico
$1.1M
AWM
1345
Accurate Wealth Management
Florida
$1.1M
TWM
1346
Thrive Wealth Management
Pennsylvania
$1.1M
LIA
1347
LBMC Investment Advisors
Tennessee
$1.09M
SC
1348
Sepio Capital
Utah
$1.09M
HWA
1349
HCR Wealth Advisors
California
$1.09M
TF
1350
Tudor Financial
Ohio
$1.09M