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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
AMPWP
2051
Alvarez & Marsal Private Wealth Partners
Florida
$394K
CWM
2052
Centurion Wealth Management
Virginia
$393K
CWA
2053
Centennial Wealth Advisory
Michigan
$392K
W
2054
Wealthquest
Ohio
$391K
CMAI
2055
Capital Management Associates Inc
Minnesota
$390K
LFA
2056
Laraway Financial Advisors
Minnesota
$390K
DIP
2057
DT Investment Partners
Pennsylvania
$390K
CNB
2058
Camden National Bank
Maine
$389K
EIP
2059
Ellis Investment Partners
Pennsylvania
$389K
GBT
2060
Grove Bank & Trust
Florida
$388K
CAG
2061
Centerpoint Advisory Group
Kansas
$388K
GAM
2062
Gould Asset Management
California
$387K
OWA
2063
Octavia Wealth Advisors
Ohio
$387K
FA
2064
Fedenia Advisers
Wisconsin
$387K
IIM
2065
Ipswich Investment Management
Massachusetts
$387K
PCMNC
2066
Piedmont Capital Management (North Carolina)
North Carolina
$386K
SHFG
2067
S Harris Financial Group
Texas
$386K
CPC
2068
Consolidated Planning Corp
Georgia
$385K
LPFG
2069
Landing Point Financial Group
Ohio
$385K
BBPWM
2070
Blue Bell Private Wealth Management
Pennsylvania
$385K
CCG
2071
Cypress Capital Group
Florida
$385K
BC
2072
Brio Consultants
California
$384K
FGI
2073
Foresight Global Investors
New York
$384K
VW
2074
Vantus Wealth
Pennsylvania
$383K
LWA
2075
Legacy Wealth Advisors
Florida
$383K