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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
MA
2101
MJP Associates
Connecticut
$371K
SL
2102
StoryOne LLC
Kansas
$371K
IAG
2103
Investment Advisory Group
Massachusetts
$371K
MO
2104
McMillan Office
Michigan
$371K
1L
2105
10Elms LLP
Oklahoma
$370K
WCFA
2106
Walkner Condon Financial Advisors
Wisconsin
$369K
KA
2107
Kure Advisory
Minnesota
$369K
PPWM
2108
Paragon Private Wealth Management
Kentucky
$369K
UWPG
2109
Ullmann Wealth Partners Group
Florida
$369K
NWM
2110
Northcape Wealth Management
New York
$369K
GWWM
2111
Great Waters Wealth Management
Minnesota
$367K
SIC
2112
SJS Investment Consulting
Ohio
$367K
IWA
2113
Integrity Wealth Advisors
California
$366K
VC
2114
Vicus Capital
Pennsylvania
$365K
ACP
2115
Argyle Capital Partners
California
$364K
NDSI
2116
Newman Dignan & Sheerar Inc
Rhode Island
$364K
MIP
2117
Marietta Investment Partners
Wisconsin
$363K
SWA
2118
SFMG Wealth Advisors
Texas
$363K
MFS
2119
Madrona Financial Services
Washington
$363K
DWM
2120
DecisionMap Wealth Management
Virginia
$362K
RWM
2121
Riverbend Wealth Management
South Carolina
$362K
AT
2122
Adelphi Trust
Florida
$361K
FNWA
2123
Financial Network Wealth Advisors
Utah
$361K
CCA
2124
Cooper Capital Advisors
California
$360K
WF
2125
WealthPoint Financial
North Carolina
$360K