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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

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

Holders
2,872
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
SB
1751
Simmons Bank
Arkansas
$593K
MWM
1752
MinichMacGregor Wealth Management
New York
$593K
RDWM
1753
Red Door Wealth Management
Tennessee
$592K
JWA
1754
JFS Wealth Advisors
Pennsylvania
$591K
GPWM
1755
Grant Private Wealth Management
California
$590K
FFG
1756
Fortress Financial Group
Minnesota
$589K
AG
1757
Algert Global
California
$589K
SC
1758
Schulhoff & Co
Ohio
$588K
BWG
1759
Beta Wealth Group
California
$587K
RFP
1760
Root Financial Partners
California
$587K
FRA
1761
Front Row Advisors
California
$587K
ISB
1762
Iowa State Bank
Iowa
$585K
CLOS
1763
Compagnie Lombard Odier SCmA
Switzerland
$583K
JCM
1764
Jacobsen Capital Management
Utah
$581K
AB
1765
Atlas Brown
Kentucky
$581K
HCWM
1766
Hidden Cove Wealth Management
Washington
$581K
AF
1767
ASL Financial
California
$580K
NG
1768
Novem Group
New York
$579K
SWA
1769
Sax Wealth Advisors
New Jersey
$578K
TC
1770
TFR Capital
Texas
$577K
BWAM
1771
Boyd Watterson Asset Management
Ohio
$577K
KF
1772
Kelsey Financial
California
$576K
SWRP
1773
Summit Wealth & Retirement Planning
California
$575K
SL
1774
Sentinus LLC
Illinois
$575K
FNBTCON
1775
First National Bank & Trust Co of Newtown
Pennsylvania
$574K