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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,869
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
KWM
2026
KFG Wealth Management
Indiana
$403K
CPW
2027
Cogent Private Wealth
Florida
$402K
GJWM
2028
Gilliland Jeter Wealth Management
Arkansas
$402K
EAN
2029
Excelsior Advisor Network
Colorado
$402K
CWM
2030
Circle Wealth Management
New Jersey
$401K
OCM
2031
Osterweis Capital Management
California
$401K
RBC
2032
Romano Brothers & Co
Illinois
$401K
AWM
2033
Ameliora Wealth Management
Switzerland
$400K
SFA
2034
Souders Financial Advisors
Ohio
$400K
CCIA
2035
Cherry Creek Investment Advisors
Colorado
$400K
EIG
2036
Ellenbecker Investment Group
Wisconsin
$399K
TTWM
2037
TCV Trust & Wealth Management
Virginia
$399K
ACP
2038
Aviance Capital Partners
Florida
$398K
QC
2039
Quadrature Capital
United Kingdom
$398K
BFA
2040
Bill Few Associates
Pennsylvania
$397K
MHR
2041
Matthew Hamilton Rosenberg
$397K
SIG
2042
Sargent Investment Group
Maryland
$397K
SWM
2043
Stronghold Wealth Management
Florida
$396K
TW
2044
Towerpoint Wealth
California
$396K
SPF
2045
South Plains Financial
Texas
$396K
MAG
2046
Mokosak Advisory Group
Iowa
$396K
CWM
2047
Chesapeake Wealth Management
Virginia
$395K
WPW
2048
Waldron Private Wealth
Pennsylvania
$395K
SRL
2049
Scientech Research LLC
New Jersey
$395K
PB
2050
Prosperity Bancshares
Texas
$394K