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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
GPWM
1751
Grant Private Wealth Management
California
$590K
FFG
1752
Fortress Financial Group
Minnesota
$589K
AG
1753
Algert Global
California
$589K
SC
1754
Schulhoff & Co
Ohio
$588K
BWG
1755
Beta Wealth Group
California
$587K
RFP
1756
Root Financial Partners
California
$587K
FRA
1757
Front Row Advisors
California
$587K
ISB
1758
Iowa State Bank
Iowa
$585K
CLOS
1759
Compagnie Lombard Odier SCmA
Switzerland
$583K
JCM
1760
Jacobsen Capital Management
Utah
$581K
AB
1761
Atlas Brown
Kentucky
$581K
HCWM
1762
Hidden Cove Wealth Management
Washington
$581K
AF
1763
ASL Financial
California
$580K
NG
1764
Novem Group
New York
$579K
SWA
1765
Sax Wealth Advisors
New Jersey
$578K
TC
1766
TFR Capital
Texas
$577K
BWAM
1767
Boyd Watterson Asset Management
Ohio
$577K
KF
1768
Kelsey Financial
California
$576K
SWRP
1769
Summit Wealth & Retirement Planning
California
$575K
SL
1770
Sentinus LLC
Illinois
$575K
FNBTCON
1771
First National Bank & Trust Co of Newtown
Pennsylvania
$574K
CA
1772
CoreCap Advisors
Michigan
$573K
LA
1773
Legacy Advisors
Pennsylvania
$573K
CPA
1774
Cardiff Park Advisors
California
$572K
NGA
1775
Naples Global Advisors
Florida
$570K