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Wells Fargo

2,855 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: 2,6432,855 (+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
2,855
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
SIS
1726
Sound Income Strategies
Florida
$611K
AWP
1727
Axis Wealth Partners
Rhode Island
$607K
TAM
1728
Tucker Asset Management
Colorado
$604K
NCM
1729
Novare Capital Management
North Carolina
$603K
MAG
1730
M3 Advisory Group
Massachusetts
$602K
AA
1731
Alpha Advisors
Virginia
$602K
ACGA
1732
Atlanta Consulting Group Advisors
Georgia
$601K
SPWM
1733
Spartan Planning & Wealth Management
North Carolina
$600K
CAI
1734
Capital Advisors Inc
Oklahoma
$599K
CFO
1735
CVA Family Office
Colorado
$599K
TAM
1736
Titleist Asset Management
Texas
$598K
LB
1737
Legacy Bridge
Iowa
$598K
SCM
1738
Sterneck Capital Management
Missouri
$598K
HBT
1739
Heartland Bank & Trust
Illinois
$596K
HFM
1740
Hartford Financial Management
Connecticut
$596K
WPA
1741
Wealth Preservation Advisors
Tennessee
$595K
SB
1742
Simmons Bank
Arkansas
$593K
MWM
1743
MinichMacGregor Wealth Management
New York
$593K
RDWM
1744
Red Door Wealth Management
Tennessee
$592K
JWA
1745
JFS Wealth Advisors
Pennsylvania
$591K
GPWM
1746
Grant Private Wealth Management
California
$590K
FFG
1747
Fortress Financial Group
Minnesota
$589K
AG
1748
Algert Global
California
$589K
SC
1749
Schulhoff & Co
Ohio
$588K
BWG
1750
Beta Wealth Group
California
$587K