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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

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

Holders
2,834
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
MFS
2101
Madrona Financial Services
Washington
$363K
DWM
2102
DecisionMap Wealth Management
Virginia
$362K
RWM
2103
Riverbend Wealth Management
South Carolina
$362K
AT
2104
Adelphi Trust
Florida
$361K
FNWA
2105
Financial Network Wealth Advisors
Utah
$361K
CCA
2106
Cooper Capital Advisors
California
$360K
WF
2107
WealthPoint Financial
North Carolina
$360K
BOPW
2108
Brandywine Oak Private Wealth
Pennsylvania
$359K
TVPW
2109
Third View Private Wealth
Connecticut
$359K
AI
2110
Arvest Investments
Arkansas
$359K
LWCFA
2111
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K
AIA
2112
Accelerate Investment Advisors
California
$358K
GHA
2113
Granite Harbor Advisors
Texas
$357K
HWM
2114
HRC Wealth Management
Idaho
$357K
CCA
2115
Cottonwood Capital Advisors
Utah
$357K
PBF
2116
Petix & Botte Financial
California
$357K
UWM
2117
United Wealth Management
Virginia
$356K
CWM
2118
CarsonAllaria Wealth Management
Illinois
$356K
CAWM
2119
Capital Advisors Wealth Management
Washington
$355K
NWA
2120
New World Advisors
Massachusetts
$355K
WC
2121
Westhampton Capital
North Carolina
$354K
ABLA
2122
Alan B. Lancz & Associates
Ohio
$354K
UAG
2123
United Advisor Group
Ohio
$353K
BWS
2124
BCR Wealth Strategies
Alabama
$352K
PH
2125
Pinnacle Holdings
Oklahoma
$352K