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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
AT
2001
American Trust
Kentucky
$406K
ICP
2002
Impact Capital Partners
Colorado
$404K
LG
2003
Leuthold Group
Minnesota
$404K
TWA
2004
TCI Wealth Advisors
Arizona
$404K
TFCP
2005
Twin Focus Capital Partners
Massachusetts
$403K
EA
2006
Evolution Advisers
Virginia
$403K
KWM
2007
KFG Wealth Management
Indiana
$403K
CPW
2008
Cogent Private Wealth
Florida
$402K
GJWM
2009
Gilliland Jeter Wealth Management
Arkansas
$402K
EAN
2010
Excelsior Advisor Network
Colorado
$402K
CWM
2011
Circle Wealth Management
New Jersey
$401K
OCM
2012
Osterweis Capital Management
California
$401K
RBC
2013
Romano Brothers & Co
Illinois
$401K
AWM
2014
Ameliora Wealth Management
Switzerland
$400K
SFA
2015
Souders Financial Advisors
Ohio
$400K
CCIA
2016
Cherry Creek Investment Advisors
Colorado
$400K
EIG
2017
Ellenbecker Investment Group
Wisconsin
$399K
TTWM
2018
TCV Trust & Wealth Management
Virginia
$399K
ACP
2019
Aviance Capital Partners
Florida
$398K
QC
2020
Quadrature Capital
United Kingdom
$398K
BFA
2021
Bill Few Associates
Pennsylvania
$397K
MHR
2022
Matthew Hamilton Rosenberg
$397K
SIG
2023
Sargent Investment Group
Maryland
$397K
SWM
2024
Stronghold Wealth Management
Florida
$396K
TW
2025
Towerpoint Wealth
California
$396K