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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
MFS
1401
Mattson Financial Services
Michigan
$1.01M
CCA
1402
Carrera Capital Advisors
Michigan
$1M
LWM
1403
Liberty Wealth Management
California
$1M
AIM
1404
Aspen Investment Management
Michigan
$1M
OC
1405
Opinicus Capital
Florida
$999K
PA
1406
PFW Advisors
Georgia
$998K
AWAP
1407
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$997K
IWA
1408
IVC Wealth Advisors
Pennsylvania
$996K
AP
1409
Appleton Partners
Massachusetts
$996K
APP
1410
Avantax Planning Partners
Iowa
$995K
QPWM
1411
Quadrant Private Wealth Management
Pennsylvania
$995K
MB
1412
MidFirst Bank
Oklahoma
$994K
MHS
1413
M Holdings Securities
Oregon
$993K
CGL
1414
Clarius Group LLC
Washington
$993K
ATFA
1415
All Terrain Financial Advisors
Minnesota
$992K
EGM
1416
Engineers Gate Manager
New York
$992K
HTI
1417
Hikari Tsushin Inc
Japan
$991K
PFSC
1418
Peoples Financial Services Corp
Pennsylvania
$990K
WT
1419
Washington Trust
Rhode Island
$987K
TWP
1420
Tyche Wealth Partners
Texas
$985K
EW
1421
Evoke Wealth
California
$984K
APL
1422
ADVISORTRUST PARTNERS, LLC
North Carolina
$981K
PCFFS
1423
Pacific Center for Financial Services
California
$979K
LA
1424
LVW Advisors
New York
$978K
ICP
1425
Interchange Capital Partners
Pennsylvania
$978K