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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
SF
2001
Symphony Financial
Texas
$414K
TAP
2002
TSG Advice Partners
Ohio
$414K
OFW
2003
Omnia Family Wealth
Florida
$414K
LAM
2004
Lewis Asset Management
California
$413K
NCM
2005
Narwhal Capital Management
Georgia
$413K
SI
2006
Seeds Investor
New York
$413K
EC
2007
EdgeRock Capital
Colorado
$413K
FAB
2008
First American Bank
Illinois
$412K
PWM
2009
Partners Wealth Management
California
$412K
KLWA
2010
Kelly Lawrence W & Associates
California
$410K
DE
2011
DV Equities
Illinois
$409K
MA
2012
MKT Advisors
California
$409K
ADL
2013
Asset Dedication LLC
California
$409K
CWM
2014
Concentrum Wealth Management
California
$408K
KWA
2015
Kondo Wealth Advisors
California
$407K
PFA
2016
Professional Financial Advisors
Nebraska
$407K
AT
2017
American Trust
Kentucky
$406K
ICP
2018
Impact Capital Partners
Colorado
$404K
LG
2019
Leuthold Group
Minnesota
$404K
TWA
2020
TCI Wealth Advisors
Arizona
$404K
TFCP
2021
Twin Focus Capital Partners
Massachusetts
$403K
EA
2022
Evolution Advisers
Virginia
$403K
KWM
2023
KFG Wealth Management
Indiana
$403K
CPW
2024
Cogent Private Wealth
Florida
$402K
GJWM
2025
Gilliland Jeter Wealth Management
Arkansas
$402K