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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
AAL
1876
Ahara Advisors LLC
New Jersey
$494K
NWWA
1877
New Wave Wealth Advisors
Arkansas
$493K
CT
1878
Colonial Trust
South Carolina
$493K
RA
1879
Rational Advisors
New York
$493K
BFS
1880
BridgePort Financial Solutions
Iowa
$493K
PWM
1881
Prosperity Wealth Management
California
$492K
SHGA
1882
Sand Hill Global Advisors
California
$490K
JSSH
1883
J. Safra Sarasin Holding
$489K
NFC
1884
Northstar Financial Companies
Pennsylvania
$489K
MWM
1885
M3 Wealth Management
Ohio
$489K
MPCG
1886
Matrix Private Capital Group
New York
$485K
Fiera Capital (Canada)
1887
Fiera Capital (Canada)
Quebec, Canada
$484K
ACM
1888
Ayrshire Capital Management
Connecticut
$484K
AI
1889
AdvisorShares Investments
Maryland
$483K
WSA
1890
Wealth Science Advisors
Georgia
$483K
IB
1891
Intrust Bank
Kansas
$482K
SMC
1892
Smith, Moore & Co
Missouri
$481K
BFF
1893
Byrne Financial Freedom
Massachusetts
$481K
CIEC
1894
Crédit Industriel et Commercial
France
$481K
SSA
1895
Sierra Summit Advisors
Nevada
$480K
OAS
1896
Optivise Advisory Services
Tennessee
$479K
HFP
1897
Holistic Financial Partners
Indiana
$478K
APM
1898
Advanced Portfolio Management
New York
$478K
MSA
1899
Marino Stram & Associates
Massachusetts
$478K
BFA
1900
Brown Financial Advisors
Ohio
$478K