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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
MWM
1751
MinichMacGregor Wealth Management
New York
$593K
RDWM
1752
Red Door Wealth Management
Tennessee
$592K
JWA
1753
JFS Wealth Advisors
Pennsylvania
$591K
GPWM
1754
Grant Private Wealth Management
California
$590K
FFG
1755
Fortress Financial Group
Minnesota
$589K
AG
1756
Algert Global
California
$589K
SC
1757
Schulhoff & Co
Ohio
$588K
BWG
1758
Beta Wealth Group
California
$587K
RFP
1759
Root Financial Partners
California
$587K
FRA
1760
Front Row Advisors
California
$587K
ISB
1761
Iowa State Bank
Iowa
$585K
CLOS
1762
Compagnie Lombard Odier SCmA
Switzerland
$583K
JCM
1763
Jacobsen Capital Management
Utah
$581K
AB
1764
Atlas Brown
Kentucky
$581K
HCWM
1765
Hidden Cove Wealth Management
Washington
$581K
AF
1766
ASL Financial
California
$580K
NG
1767
Novem Group
New York
$579K
SWA
1768
Sax Wealth Advisors
New Jersey
$578K
TC
1769
TFR Capital
Texas
$577K
BWAM
1770
Boyd Watterson Asset Management
Ohio
$577K
KF
1771
Kelsey Financial
California
$576K
SWRP
1772
Summit Wealth & Retirement Planning
California
$575K
SL
1773
Sentinus LLC
Illinois
$575K
FNBTCON
1774
First National Bank & Trust Co of Newtown
Pennsylvania
$574K
CA
1775
CoreCap Advisors
Michigan
$573K