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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
IWA
1401
IVC Wealth Advisors
Pennsylvania
$996K
AP
1402
Appleton Partners
Massachusetts
$996K
APP
1403
Avantax Planning Partners
Iowa
$995K
QPWM
1404
Quadrant Private Wealth Management
Pennsylvania
$995K
MB
1405
MidFirst Bank
Oklahoma
$994K
MHS
1406
M Holdings Securities
Oregon
$993K
CGL
1407
Clarius Group LLC
Washington
$993K
ATFA
1408
All Terrain Financial Advisors
Minnesota
$992K
EGM
1409
Engineers Gate Manager
New York
$992K
HTI
1410
Hikari Tsushin Inc
Japan
$991K
PFSC
1411
Peoples Financial Services Corp
Pennsylvania
$990K
WT
1412
Washington Trust
Rhode Island
$987K
TWP
1413
Tyche Wealth Partners
Texas
$985K
EW
1414
Evoke Wealth
California
$984K
PCFFS
1415
Pacific Center for Financial Services
California
$979K
LA
1416
LVW Advisors
New York
$978K
ICP
1417
Interchange Capital Partners
Pennsylvania
$978K
WI
1418
WrapManager Inc
California
$966K
1WA
1419
180 Wealth Advisors
Washington
$964K
LJAC
1420
L.J. Altfest & Co
New York
$959K
SW
1421
SVB Wealth
Massachusetts
$959K
WCA
1422
Westover Capital Advisors
Delaware
$955K
MBT
1423
Montecito Bank & Trust
California
$954K
AIIMS
1424
Analyst IMS Investment Management Services
Israel
$949K
BTWM
1425
Baker Tilly Wealth Management
Wisconsin
$948K