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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
CCA
2126
Cottonwood Capital Advisors
Utah
$357K
PBF
2127
Petix & Botte Financial
California
$357K
UWM
2128
United Wealth Management
Virginia
$356K
CWM
2129
CarsonAllaria Wealth Management
Illinois
$356K
CAWM
2130
Capital Advisors Wealth Management
Washington
$355K
NWA
2131
New World Advisors
Massachusetts
$355K
WC
2132
Westhampton Capital
North Carolina
$354K
ABLA
2133
Alan B. Lancz & Associates
Ohio
$354K
UAG
2134
United Advisor Group
Ohio
$353K
BWS
2135
BCR Wealth Strategies
Alabama
$352K
PH
2136
Pinnacle Holdings
Oklahoma
$352K
HBW
2137
Hazlett, Burt & Watson
West Virginia
$351K
GSF
2138
Grove Street Fiduciary
New Hampshire
$351K
AWM
2139
Ariadne Wealth Management
California
$351K
RAM
2140
Reflection Asset Management
South Carolina
$351K
PCM
2141
Princeton Capital Management
New Jersey
$350K
AWC
2142
Adamsbrown Wealth Consultants
Kansas
$350K
EWM
2143
Elevatus Welath Management
New York
$349K
FSCM
2144
Front Street Capital Management
Montana
$349K
TNBTD
2145
Trustmark National Bank Trust Department
Mississippi
$348K
XSC
2146
X-Square Capital
Puerto Rico
$348K
CWA
2147
CM Wealth Advisors
Ohio
$347K
FFA
2148
Fi3 Financial Advisors
Indiana
$347K
NS
2149
Northland Securities
Minnesota
$345K
NWML
2150
Nolet Wealth Management, LLC
Texas
$345K