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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
PWP
1851
Ponta Wealth Partners
Florida
$517K
RPWA
1852
Regent Peak Wealth Advisors
Georgia
$516K
EL
1853
EWA LLC
Pennsylvania
$515K
PWP
1854
Pursue Wealth Partners
California
$515K
RIA
1855
Regal Investment Advisors
Michigan
$514K
CTI
1856
Community Trust & Investment
Kentucky
$514K
GPW
1857
Genesis Private Wealth
Virginia
$513K
NPA
1858
Nichols & Pratt Advisers
Massachusetts
$513K
NED
1859
Nancy E. Dempze
$513K
WCM
1860
Wedge Capital Management
North Carolina
$511K
FPCP
1861
Fort Point Capital Partners
California
$509K
BMCM
1862
Bryn Mawr Capital Management
Pennsylvania
$509K
PCM
1863
Parsons Capital Management
Rhode Island
$508K
TIM
1864
Thompson Investment Management
Wisconsin
$508K
BMWS
1865
Brady Martz Wealth Solutions
North Dakota
$507K
DA
1866
Detalus Advisors
Missouri
$507K
VWA
1867
VSM Wealth Advisory
Maryland
$506K
VAG
1868
VisionPoint Advisory Group
Texas
$505K
FIM
1869
Fruth Investment Management
Texas
$504K
OC
1870
Opal Capital
Florida
$504K
EMAM
1871
Encompass More Asset Management
California
$503K
SNBOSD
1872
Security National Bank of So Dak
Iowa
$499K
GWM
1873
GK Wealth Management
Nevada
$498K
VCP
1874
Vista Capital Partners
Oregon
$498K
ACM
1875
Arcataur Capital Management
Wisconsin
$497K