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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

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

Holders
2,834
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
WIM
1951
Warwick Investment Management
Texas
$435K
BGAI
1952
Bruce G. Allen Investments
Colorado
$435K
OWCM
1953
One Wealth Capital Management
Arizona
$433K
DGI
1954
Diesslin Group, Inc.
Texas
$432K
TWA
1955
Talisman Wealth Advisors
New Jersey
$432K
HNWAG
1956
High Net Worth Advisory Group
Florida
$431K
BI
1957
Ballast Inc
Kentucky
$429K
CFS
1958
CRA Financial Services
New Jersey
$429K
PC
1959
Prairiewood Capital
North Dakota
$428K
MCWA
1960
Meadow Creek Wealth Advisors
Georgia
$427K
IQI
1961
Integrated Quantitative Investments
Washington
$427K
CFG
1962
Copley Financial Group
California
$427K
WAAG
1963
Wealth Alliance Advisory Group
Kansas
$426K
CGH
1964
CMG Global Holdings
Texas
$426K
NBWM
1965
North Berkeley Wealth Management
California
$426K
PSC
1966
Prentiss Smith & Co
Vermont
$425K
SFB
1967
STAR Financial Bank
Indiana
$423K
ORC
1968
O'Rourke & Company
Massachusetts
$423K
BFA
1969
Beacon Financial Advisory
Ohio
$421K
GKIM
1970
GW&K Investment Management
Massachusetts
$421K
SCG
1971
Sonata Capital Group
Washington
$421K
PWG
1972
Private Wealth Group
Florida
$421K
S
1973
Sunpointe
Missouri
$421K
SI
1974
Saxon Interests
Texas
$420K
BWP
1975
Bernardo Wealth Planning
Pennsylvania
$419K