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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
EAN
2026
Excelsior Advisor Network
Colorado
$402K
CWM
2027
Circle Wealth Management
New Jersey
$401K
OCM
2028
Osterweis Capital Management
California
$401K
RBC
2029
Romano Brothers & Co
Illinois
$401K
AWM
2030
Ameliora Wealth Management
Switzerland
$400K
SFA
2031
Souders Financial Advisors
Ohio
$400K
CCIA
2032
Cherry Creek Investment Advisors
Colorado
$400K
EIG
2033
Ellenbecker Investment Group
Wisconsin
$399K
TTWM
2034
TCV Trust & Wealth Management
Virginia
$399K
ACP
2035
Aviance Capital Partners
Florida
$398K
QC
2036
Quadrature Capital
United Kingdom
$398K
BFA
2037
Bill Few Associates
Pennsylvania
$397K
MHR
2038
Matthew Hamilton Rosenberg
$397K
SIG
2039
Sargent Investment Group
Maryland
$397K
SWM
2040
Stronghold Wealth Management
Florida
$396K
TW
2041
Towerpoint Wealth
California
$396K
SPF
2042
South Plains Financial
Texas
$396K
MAG
2043
Mokosak Advisory Group
Iowa
$396K
CWM
2044
Chesapeake Wealth Management
Virginia
$395K
WPW
2045
Waldron Private Wealth
Pennsylvania
$395K
SRL
2046
Scientech Research LLC
New Jersey
$395K
PB
2047
Prosperity Bancshares
Texas
$394K
AMPWP
2048
Alvarez & Marsal Private Wealth Partners
Florida
$394K
CWM
2049
Centurion Wealth Management
Virginia
$393K
CWA
2050
Centennial Wealth Advisory
Michigan
$392K