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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
AIA
1826
AssuredPartners Investment Advisors
Florida
$536K
1C
1827
111 Capital
France
$536K
FCFC
1828
First Citizens Financial Corp
Iowa
$535K
DWM
1829
Denver Wealth Management
Colorado
$533K
TW
1830
Traveka Wealth
California
$533K
TPA
1831
Trivium Point Advisory
Connecticut
$532K
UF
1832
Univest Financial
Pennsylvania
$532K
BIA
1833
BHK Investment Advisors
Alabama
$529K
UWM
1834
Urban Wealth Management
California
$529K
CFP
1835
Cascade Financial Partners
California
$528K
SFC
1836
SYM Financial Corp
Indiana
$525K
AW
1837
Avion Wealth
Texas
$525K
CGPCS
1838
Capital Group Private Client Services
California
$525K
BFIC
1839
Bedell Frazier Investment Counselling
California
$525K
BI
1840
Bradyco Inc
Massachusetts
$525K
CCM
1841
Charter Capital Management
Wisconsin
$524K
MW
1842
Maia Wealth
Colorado
$523K
RWPA
1843
Richard W. Paul & Associates
Michigan
$523K
PWA
1844
Physician Wealth Advisors
Utah
$522K
MFWP
1845
Mosaic Family Wealth Partners
Missouri
$521K
PAMG
1846
Patton Albertson Miller Group
Tennessee
$520K
GKWIM
1847
Gerber Kawasaki Wealth & Investment Management
California
$517K
PWP
1848
Ponta Wealth Partners
Florida
$517K
RPWA
1849
Regent Peak Wealth Advisors
Georgia
$516K
EL
1850
EWA LLC
Pennsylvania
$515K