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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,854
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
CAG
2051
Centerpoint Advisory Group
Kansas
$388K
GAM
2052
Gould Asset Management
California
$387K
OWA
2053
Octavia Wealth Advisors
Ohio
$387K
FA
2054
Fedenia Advisers
Wisconsin
$387K
IIM
2055
Ipswich Investment Management
Massachusetts
$387K
PCMNC
2056
Piedmont Capital Management (North Carolina)
North Carolina
$386K
SHFGL
2057
S Harris Financial Group, LLC
Texas
$386K
CPC
2058
Consolidated Planning Corp
Georgia
$385K
LPFG
2059
Landing Point Financial Group
Ohio
$385K
BBPWM
2060
Blue Bell Private Wealth Management
Pennsylvania
$385K
CCG
2061
Cypress Capital Group
Florida
$385K
BC
2062
Brio Consultants
California
$384K
FGI
2063
Foresight Global Investors
New York
$384K
VW
2064
Vantus Wealth
Pennsylvania
$383K
LWA
2065
Legacy Wealth Advisors
Florida
$383K
PCM
2066
Polymer Capital Management
New York
$383K
MWP
2067
Madison Wealth Partners
Wisconsin
$382K
TFA
2068
Tobias Financial Advisors
Florida
$382K
LCS
2069
Levin Capital Strategies
New York
$382K
KFS
2070
Keynote Financial Services
Connecticut
$382K
LA
2071
Lifeworks Advisors
Michigan
$382K
AMBIA
2072
Allen Mooney & Barnes Investment Advisors
Georgia
$382K
KIAL
2073
Koenig Investment Advisory, LLC
Oregon
$379K
MG
2074
Marex Group
$378K
SIM
2075
SSI Investment Management
California
$378K