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Wells Fargo

2,855 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6432,855 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,855
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
TPA
1826
Trivium Point Advisory
Connecticut
$532K
UF
1827
Univest Financial
Pennsylvania
$532K
BIA
1828
BHK Investment Advisors
Alabama
$529K
UWM
1829
Urban Wealth Management
California
$529K
CFP
1830
Cascade Financial Partners
California
$528K
SFC
1831
SYM Financial Corp
Indiana
$525K
AW
1832
Avion Wealth
Texas
$525K
CGPCS
1833
Capital Group Private Client Services
California
$525K
BFIC
1834
Bedell Frazier Investment Counselling
California
$525K
BI
1835
Bradyco Inc
Massachusetts
$525K
CCM
1836
Charter Capital Management
Wisconsin
$524K
MW
1837
Maia Wealth
Colorado
$523K
RWPA
1838
Richard W. Paul & Associates
Michigan
$523K
PWA
1839
Physician Wealth Advisors
Utah
$522K
MFWP
1840
Mosaic Family Wealth Partners
Missouri
$521K
PAMG
1841
Patton Albertson Miller Group
Tennessee
$520K
GKWIM
1842
Gerber Kawasaki Wealth & Investment Management
California
$517K
PWP
1843
Ponta Wealth Partners
Florida
$517K
RPWA
1844
Regent Peak Wealth Advisors
Georgia
$516K
EL
1845
EWA LLC
Pennsylvania
$515K
PWP
1846
Pursue Wealth Partners
California
$515K
RIA
1847
Regal Investment Advisors
Michigan
$514K
CTI
1848
Community Trust & Investment
Kentucky
$514K
GPW
1849
Genesis Private Wealth
Virginia
$513K
NPA
1850
Nichols & Pratt Advisers
Massachusetts
$513K