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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
IA
2176
IFC Advisors
California
$331K
FOA
2177
Five Oceans Advisors
California
$331K
BW
2178
BXM Wealth
Colorado
$331K
WI
2179
Wedgewood Investors
Pennsylvania
$330K
EWS
2180
Eagle Wealth Strategies
New Jersey
$329K
PAG
2181
Powers Advisory Group
Illinois
$327K
SFC
2182
Sprinkle Financial Consultants
Colorado
$327K
B
2183
BetterWealth
California
$327K
CIS
2184
Custom Index Systems
New York
$326K
MWM
2185
McMill Wealth Management
Nebraska
$325K
PSP
2186
Pacific Sage Partners
Washington
$325K
HFS
2187
Howard Financial Services
Texas
$325K
CCFM
2188
Clear Creek Financial Management
Washington
$324K
DOA
2189
D'Orazio & Associates
Virginia
$324K
RFN
2190
RDA Financial Network
Iowa
$324K
LWM
2191
Lionshead Wealth Management
New York
$324K
WWM
2192
Westwood Wealth Management
California
$324K
WDG
2193
Wealth Dimensions Group
Ohio
$324K
NG
2194
Northstar Group
New York
$323K
TPWA
2195
Twin Peaks Wealth Advisors
California
$323K
SIC
2196
SFE Investment Counsel
California
$323K
FHA
2197
Flagship Harbor Advisors
Massachusetts
$323K
VDI
2198
Vaughan David Investments
Illinois
$323K
RA
2199
Rise Advisors
New York
$323K
BWP
2200
BSW Wealth Partners
Colorado
$323K