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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
RWC
2151
Rare Wolf Capital
Washington
$344K
OWA
2152
Outlook Wealth Advisors
Texas
$343K
CCS
2153
Concentric Capital Strategies
Connecticut
$343K
BMO
2154
Beck Mack & Oliver
New York
$343K
AWC
2155
Abundance Wealth Counselors
Pennsylvania
$343K
M
2156
MATAURO
New York
$343K
CF
2157
Convergence Financial
Missouri
$342K
COFSG
2158
Carbahal Olsen Financial Services Group
California
$342K
AA
2159
Auctus Advisors
North Carolina
$342K
MWA
2160
Motive Wealth Advisors
Michigan
$342K
FSA
2161
Financial Security Advisor
Virginia
$342K
EFG
2162
Embree Financial Group
Illinois
$341K
LWA
2163
Lifelong Wealth Advisors
Minnesota
$340K
BFA
2164
Beaumont Financial Advisors
Massachusetts
$338K
FCG
2165
Financial Connections Group
California
$337K
WRPWM
2166
Werba Rubin Papier Wealth Management
California
$336K
VV
2167
Verity & Verity
South Carolina
$336K
PWM
2168
Parkway Wealth Management
Texas
$336K
CTA
2169
Colonial Trust Advisors
South Carolina
$335K
HWMO
2170
Heritage Wealth Management (Ohio)
Ohio
$334K
NWA
2171
Navis Wealth Advisors
New York
$334K
CTWM
2172
Cherry Tree Wealth Management
Minnesota
$334K
BW
2173
Blalock Williams
Alabama
$333K
OPWM
2174
Oregon Pacific Wealth Management
Oregon
$333K
SCA
2175
Sandy Cove Advisors
Massachusetts
$332K