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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
SWA
1751
Sax Wealth Advisors
New Jersey
$578K
TC
1752
TFR Capital
Texas
$577K
BWAM
1753
Boyd Watterson Asset Management
Ohio
$577K
KF
1754
Kelsey Financial
California
$576K
SWRP
1755
Summit Wealth & Retirement Planning
California
$575K
SL
1756
Sentinus LLC
Illinois
$575K
FNBTCON
1757
First National Bank & Trust Co of Newtown
Pennsylvania
$574K
CA
1758
CoreCap Advisors
Michigan
$573K
LA
1759
Legacy Advisors
Pennsylvania
$573K
CPA
1760
Cardiff Park Advisors
California
$572K
NGA
1761
Naples Global Advisors
Florida
$570K
EI
1762
EFG International
$570K
WF
1763
Wayfinding Financial
Washington
$570K
KCFA
1764
Key Client Fiduciary Advisors
New Jersey
$570K
BWP
1765
Baldwin Wealth Partners
Massachusetts
$569K
ZIG
1766
Zullo Investment Group
Pennsylvania
$567K
HWM
1767
Hohimer Wealth Management
Washington
$566K
IRP
1768
Investment Research Partners
Pennsylvania
$565K
PCG
1769
PFC Capital Group
California
$565K
RWA
1770
Redhawk Wealth Advisors
Minnesota
$564K
WPWM
1771
Western Pacific Wealth Management
Illinois
$564K
SWM
1772
Steinberganna Wealth Management
New York
$562K
TPM
1773
Triasima Portfolio Management
Quebec, Canada
$562K
VCP
1774
Verus Capital Partners
Arizona
$562K
FNBOH
1775
First National Bank of Hutchinson
Kansas
$562K