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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
LWA
2151
Lifelong Wealth Advisors
Minnesota
$340K
BFA
2152
Beaumont Financial Advisors
Massachusetts
$338K
FCG
2153
Financial Connections Group
California
$337K
WRPWM
2154
Werba Rubin Papier Wealth Management
California
$336K
VV
2155
Verity & Verity
South Carolina
$336K
PWM
2156
Parkway Wealth Management
Texas
$336K
CTA
2157
Colonial Trust Advisors
South Carolina
$335K
HWMO
2158
Heritage Wealth Management (Ohio)
Ohio
$334K
NWA
2159
Navis Wealth Advisors
New York
$334K
CTWM
2160
Cherry Tree Wealth Management
Minnesota
$334K
BW
2161
Blalock Williams
Alabama
$333K
OPWM
2162
Oregon Pacific Wealth Management
Oregon
$333K
SCA
2163
Sandy Cove Advisors
Massachusetts
$332K
IA
2164
IFC Advisors
California
$331K
FOA
2165
Five Oceans Advisors
California
$331K
BW
2166
BXM Wealth
Colorado
$331K
WI
2167
Wedgewood Investors
Pennsylvania
$330K
EWS
2168
Eagle Wealth Strategies
New Jersey
$329K
PAG
2169
Powers Advisory Group
Illinois
$327K
SFC
2170
Sprinkle Financial Consultants
Colorado
$327K
B
2171
BetterWealth
California
$327K
CIS
2172
Custom Index Systems
New York
$326K
MWM
2173
McMill Wealth Management
Nebraska
$325K
PSP
2174
Pacific Sage Partners
Washington
$325K
HFS
2175
Howard Financial Services
Texas
$325K