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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
ETS
2226
ESL Trust Services
New York
$312K
NPT
2227
Nixon Peabody Trust
Massachusetts
$312K
CWP
2228
Core Wealth Partners
California
$311K
PCH
2229
PGIM Custom Harvest
New Jersey
$311K
NAM
2230
NTV Asset Management
West Virginia
$310K
FMN
2231
Financial Management Network
California
$309K
HPM
2232
Hoxton Planning & Management
West Virginia
$308K
CPCP
2233
Cedar Point Capital Partners
Iowa
$308K
JWM
2234
Johnson Wealth Management
North Dakota
$308K
WCM
2235
Washington Capital Management
Washington
$308K
VWA
2236
Vistica Wealth Advisors
California
$307K
HA
2237
HC Advisors
Georgia
$306K
RPGK
2238
Retirement Planning Group (Kansas)
Kansas
$306K
CAM
2239
Claret Asset Management
Quebec, Canada
$306K
HC
2240
Hara Capital
Washington
$305K
ACA
2241
Affinity Capital Advisors
California
$305K
CFA
2242
Capstone Financial Advisors
Illinois
$304K
FM
2243
Foster & Motley
Ohio
$304K
GIA
2244
Guyasuta Investment Advisors
Pennsylvania
$304K
PCMC
2245
Paragon Capital Management (Colorado)
Colorado
$303K
BIG
2246
Builder Investment Group
Georgia
$303K
RC
2247
Rovin Capital
Arizona
$302K
GWM
2248
GDS Wealth Management
Texas
$302K
FWM
2249
Finer Wealth Management
Massachusetts
$301K
OIS
2250
Okabena Investment Services
Minnesota
$301K