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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
BOPW
2126
Brandywine Oak Private Wealth
Pennsylvania
$359K
TVPW
2127
Third View Private Wealth
Connecticut
$359K
AI
2128
Arvest Investments
Arkansas
$359K
LWCFA
2129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K
AIA
2130
Accelerate Investment Advisors
California
$358K
GHA
2131
Granite Harbor Advisors
Texas
$357K
HWM
2132
HRC Wealth Management
Idaho
$357K
CCA
2133
Cottonwood Capital Advisors
Utah
$357K
PBF
2134
Petix & Botte Financial
California
$357K
UWM
2135
United Wealth Management
Virginia
$356K
CWM
2136
CarsonAllaria Wealth Management
Illinois
$356K
CAWM
2137
Capital Advisors Wealth Management
Washington
$355K
NWA
2138
New World Advisors
Massachusetts
$355K
WC
2139
Westhampton Capital
North Carolina
$354K
ABLA
2140
Alan B. Lancz & Associates
Ohio
$354K
UAG
2141
United Advisor Group
Ohio
$353K
BWS
2142
BCR Wealth Strategies
Alabama
$352K
PH
2143
Pinnacle Holdings
Oklahoma
$352K
HBW
2144
Hazlett, Burt & Watson
West Virginia
$351K
GSF
2145
Grove Street Fiduciary
New Hampshire
$351K
AWM
2146
Ariadne Wealth Management
California
$351K
RAM
2147
Reflection Asset Management
South Carolina
$351K
PCM
2148
Princeton Capital Management
New Jersey
$350K
AWC
2149
Adamsbrown Wealth Consultants
Kansas
$350K
EWM
2150
Elevatus Welath Management
New York
$349K