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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,872
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
FCG
2176
Financial Connections Group
California
$337K
WRPWM
2177
Werba Rubin Papier Wealth Management
California
$336K
VV
2178
Verity & Verity
South Carolina
$336K
PWM
2179
Parkway Wealth Management
Texas
$336K
CTA
2180
Colonial Trust Advisors
South Carolina
$335K
HWMO
2181
Heritage Wealth Management (Ohio)
Ohio
$334K
NWA
2182
Navis Wealth Advisors
New York
$334K
CTWM
2183
Cherry Tree Wealth Management
Minnesota
$334K
BW
2184
Blalock Williams
Alabama
$333K
OPWM
2185
Oregon Pacific Wealth Management
Oregon
$333K
SCA
2186
Sandy Cove Advisors
Massachusetts
$332K
IA
2187
IFC Advisors
California
$331K
FOA
2188
Five Oceans Advisors
California
$331K
BW
2189
BXM Wealth
Colorado
$331K
WI
2190
Wedgewood Investors
Pennsylvania
$330K
CWA
2191
Consilio Wealth Advisors
Washington
$330K
EWS
2192
Eagle Wealth Strategies
New Jersey
$329K
PAG
2193
Powers Advisory Group
Illinois
$327K
SFC
2194
Sprinkle Financial Consultants
Colorado
$327K
B
2195
BetterWealth
California
$327K
CIS
2196
Custom Index Systems
New York
$326K
MWM
2197
McMill Wealth Management
Nebraska
$325K
PSP
2198
Pacific Sage Partners
Washington
$325K
HFS
2199
Howard Financial Services
Texas
$325K
CCFM
2200
Clear Creek Financial Management
Washington
$324K