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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 increasing their positions, 989 reducing their positions, and 110 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,866
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
$3.85B
Puts
$5.44B
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
WA1
1401
Wimmer Associates 1
California
$1.01M
NSUP
1402
NLB Skladi upravljanje premozenja
$1.01M
MFS
1403
Mattson Financial Services
Michigan
$1.01M
CCA
1404
Carrera Capital Advisors
Michigan
$1M
LWM
1405
Liberty Wealth Management
California
$1M
AIM
1406
Aspen Investment Management
Michigan
$1M
OC
1407
Opinicus Capital
Florida
$999K
PA
1408
PFW Advisors
Georgia
$998K
AWAP
1409
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$997K
IWA
1410
IVC Wealth Advisors
Pennsylvania
$996K
AP
1411
Appleton Partners
Massachusetts
$996K
APP
1412
Avantax Planning Partners
Iowa
$995K
QPWM
1413
Quadrant Private Wealth Management
Pennsylvania
$995K
MB
1414
MidFirst Bank
Oklahoma
$994K
MHS
1415
M Holdings Securities
Oregon
$993K
CGL
1416
Clarius Group LLC
Washington
$993K
ATFA
1417
All Terrain Financial Advisors
Minnesota
$992K
EGM
1418
Engineers Gate Manager
New York
$992K
HTI
1419
Hikari Tsushin Inc
Japan
$991K
PFSC
1420
Peoples Financial Services Corp
Pennsylvania
$990K
WT
1421
Washington Trust
Rhode Island
$987K
TWP
1422
Tyche Wealth Partners
Texas
$985K
EW
1423
Evoke Wealth
California
$984K
AP
1424
Advisortrust Partners
North Carolina
$981K
PCFFS
1425
Pacific Center for Financial Services
California
$979K