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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
SFS
1826
Stiles Financial Services
Minnesota
$537K
EFG
1827
Elevated Financial Group
Indiana
$537K
CAM
1828
Campion Asset Management
Virginia
$537K
AIA
1829
AssuredPartners Investment Advisors
Florida
$536K
1C
1830
111 Capital
France
$536K
FCFC
1831
First Citizens Financial Corp
Iowa
$535K
DWM
1832
Denver Wealth Management
Colorado
$533K
TW
1833
Traveka Wealth
California
$533K
TPA
1834
Trivium Point Advisory
Connecticut
$532K
UF
1835
Univest Financial
Pennsylvania
$532K
BIA
1836
BHK Investment Advisors
Alabama
$529K
UWM
1837
Urban Wealth Management
California
$529K
CFP
1838
Cascade Financial Partners
California
$528K
SFC
1839
SYM Financial Corp
Indiana
$525K
AW
1840
Avion Wealth
Texas
$525K
CGPCS
1841
Capital Group Private Client Services
California
$525K
BFIC
1842
Bedell Frazier Investment Counselling
California
$525K
BI
1843
Bradyco Inc
Massachusetts
$525K
CCM
1844
Charter Capital Management
Wisconsin
$524K
MW
1845
Maia Wealth
Colorado
$523K
RWPA
1846
Richard W. Paul & Associates
Michigan
$523K
PWA
1847
Physician Wealth Advisors
Utah
$522K
MFWP
1848
Mosaic Family Wealth Partners
Missouri
$521K
PAMG
1849
Patton Albertson Miller Group
Tennessee
$520K
GKWIM
1850
Gerber Kawasaki Wealth & Investment Management
California
$517K