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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
EI
1776
EFG International
$570K
WF
1777
Wayfinding Financial
Washington
$570K
KCFA
1778
Key Client Fiduciary Advisors
New Jersey
$570K
BWP
1779
Baldwin Wealth Partners
Massachusetts
$569K
ZIG
1780
Zullo Investment Group
Pennsylvania
$567K
HWM
1781
Hohimer Wealth Management
Washington
$566K
IRP
1782
Investment Research Partners
Pennsylvania
$565K
PCG
1783
PFC Capital Group
California
$565K
RWA
1784
Redhawk Wealth Advisors
Minnesota
$564K
WPWM
1785
Western Pacific Wealth Management
Illinois
$564K
SWM
1786
Steinberganna Wealth Management
New York
$562K
TPM
1787
Triasima Portfolio Management
Quebec, Canada
$562K
VCP
1788
Verus Capital Partners
Arizona
$562K
FNBOH
1789
First National Bank of Hutchinson
Kansas
$562K
NFP
1790
Narus Financial Partners
Utah
$562K
PA
1791
Procyon Advisors
Connecticut
$561K
GCA
1792
Gradient Capital Advisors
California
$561K
ACM
1793
Ategra Capital Management
Virginia
$559K
NL
1794
NWAM LLC
Washington
$558K
AIM
1795
Acropolis Investment Management
Missouri
$558K
SMWM
1796
Silvia McColl Wealth Management
California
$558K
LWL
1797
Leo Wealth LLC
Texas
$557K
MA
1798
Mezzasalma Advisors
New Jersey
$555K
AMIM
1799
Aull & Monroe Investment Management
Alabama
$554K
CWP
1800
Curated Wealth Partners
California
$552K