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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
HBW
2126
Hazlett, Burt & Watson
West Virginia
$351K
GSF
2127
Grove Street Fiduciary
New Hampshire
$351K
AWM
2128
Ariadne Wealth Management
California
$351K
PCM
2129
Princeton Capital Management
New Jersey
$350K
AWC
2130
Adamsbrown Wealth Consultants
Kansas
$350K
EWM
2131
Elevatus Welath Management
New York
$349K
FSCM
2132
Front Street Capital Management
Montana
$349K
TNBTD
2133
Trustmark National Bank Trust Department
Mississippi
$348K
XSC
2134
X-Square Capital
Puerto Rico
$348K
CWA
2135
CM Wealth Advisors
Ohio
$347K
FFA
2136
Fi3 Financial Advisors
Indiana
$347K
NS
2137
Northland Securities
Minnesota
$345K
NWML
2138
Nolet Wealth Management, LLC
Texas
$345K
RWC
2139
Rare Wolf Capital
Washington
$344K
OWA
2140
Outlook Wealth Advisors
Texas
$343K
CCS
2141
Concentric Capital Strategies
Connecticut
$343K
BMO
2142
Beck Mack & Oliver
New York
$343K
AWC
2143
Abundance Wealth Counselors
Pennsylvania
$343K
M
2144
MATAURO
New York
$343K
CF
2145
Convergence Financial
Missouri
$342K
COFSG
2146
Carbahal Olsen Financial Services Group
California
$342K
AA
2147
Auctus Advisors
North Carolina
$342K
MWA
2148
Motive Wealth Advisors
Michigan
$342K
FSA
2149
Financial Security Advisor
Virginia
$342K
EFG
2150
Embree Financial Group
Illinois
$341K