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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

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

Holders
2,854
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
SFB
1976
STAR Financial Bank
Indiana
$423K
ORC
1977
O'Rourke & Company
Massachusetts
$423K
BFA
1978
Beacon Financial Advisory
Ohio
$421K
GKIM
1979
GW&K Investment Management
Massachusetts
$421K
SCG
1980
Sonata Capital Group
Washington
$421K
PWG
1981
Private Wealth Group
Florida
$421K
S
1982
Sunpointe
Missouri
$421K
SI
1983
Saxon Interests
Texas
$420K
BWP
1984
Bernardo Wealth Planning
Pennsylvania
$419K
AFA
1985
AA Financial Advisors
Ohio
$418K
LWM
1986
LeConte Wealth Management
Tennessee
$417K
ATS
1987
Ashton Thomas Securities
New York
$416K
FWM
1988
Focused Wealth Management
New York
$416K
JWWM
1989
Johnson & White Wealth Management
Pennsylvania
$416K
BBW
1990
Blue Barn Wealth
Utah
$415K
LIPL
1991
Lynch Investment Planning, LLC
Pennsylvania
$415K
SEP
1992
Southland Equity Partners
Missouri
$414K
FHC
1993
First Heartland Consultants
Missouri
$414K
SF
1994
Symphony Financial
Texas
$414K
TAP
1995
TSG Advice Partners
Ohio
$414K
OFW
1996
Omnia Family Wealth
Florida
$414K
LAM
1997
Lewis Asset Management
California
$413K
NCM
1998
Narwhal Capital Management
Georgia
$413K
SI
1999
Seeds Investor
New York
$413K
EC
2000
EdgeRock Capital
Colorado
$413K