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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
PPWM
2101
Paragon Private Wealth Management
Kentucky
$369K
UWPG
2102
Ullmann Wealth Partners Group
Florida
$369K
NWM
2103
Northcape Wealth Management
New York
$369K
GWWM
2104
Great Waters Wealth Management
Minnesota
$367K
SIC
2105
SJS Investment Consulting
Ohio
$367K
IWA
2106
Integrity Wealth Advisors
California
$366K
VC
2107
Vicus Capital
Pennsylvania
$365K
ACP
2108
Argyle Capital Partners
California
$364K
NDSI
2109
Newman Dignan & Sheerar Inc
Rhode Island
$364K
MIP
2110
Marietta Investment Partners
Wisconsin
$363K
SWA
2111
SFMG Wealth Advisors
Texas
$363K
MFS
2112
Madrona Financial Services
Washington
$363K
DWM
2113
DecisionMap Wealth Management
Virginia
$362K
RWM
2114
Riverbend Wealth Management
South Carolina
$362K
AT
2115
Adelphi Trust
Florida
$361K
FNWA
2116
Financial Network Wealth Advisors
Utah
$361K
CCA
2117
Cooper Capital Advisors
California
$360K
WF
2118
WealthPoint Financial
North Carolina
$360K
BOPW
2119
Brandywine Oak Private Wealth
Pennsylvania
$359K
TVPW
2120
Third View Private Wealth
Connecticut
$359K
AI
2121
Arvest Investments
Arkansas
$359K
LWCFA
2122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K
AIA
2123
Accelerate Investment Advisors
California
$358K
GHA
2124
Granite Harbor Advisors
Texas
$357K
HWM
2125
HRC Wealth Management
Idaho
$357K