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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
MCWA
1976
Meadow Creek Wealth Advisors
Georgia
$427K
IQI
1977
Integrated Quantitative Investments
Washington
$427K
CFG
1978
Copley Financial Group
California
$427K
WAAG
1979
Wealth Alliance Advisory Group
Kansas
$426K
CGH
1980
CMG Global Holdings
Texas
$426K
NBWM
1981
North Berkeley Wealth Management
California
$426K
PSC
1982
Prentiss Smith & Co
Vermont
$425K
SFB
1983
STAR Financial Bank
Indiana
$423K
ORC
1984
O'Rourke & Company
Massachusetts
$423K
BFA
1985
Beacon Financial Advisory
Ohio
$421K
GKIM
1986
GW&K Investment Management
Massachusetts
$421K
SCG
1987
Sonata Capital Group
Washington
$421K
PWG
1988
Private Wealth Group
Florida
$421K
S
1989
Sunpointe
Missouri
$421K
SI
1990
Saxon Interests
Texas
$420K
BWP
1991
Bernardo Wealth Planning
Pennsylvania
$419K
AFA
1992
AA Financial Advisors
Ohio
$418K
LWM
1993
LeConte Wealth Management
Tennessee
$417K
ATS
1994
Ashton Thomas Securities
New York
$416K
FWM
1995
Focused Wealth Management
New York
$416K
JWWM
1996
Johnson & White Wealth Management
Pennsylvania
$416K
BBW
1997
Blue Barn Wealth
Utah
$415K
LIP
1998
Lynch Investment Planning
Pennsylvania
$415K
SEP
1999
Southland Equity Partners
Missouri
$414K
FHC
2000
First Heartland Consultants
Missouri
$414K