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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
BAM
2251
Brave Asset Management
New Jersey
$297K
GWM
2252
Greenwich Wealth Management
Connecticut
$297K
BFC
2253
Blue Fin Capital
Rhode Island
$296K
IAS
2254
Investment Advisory Services
Texas
$296K
AGC
2255
August Group Capital
$295K
PCM
2256
Penserra Capital Management
California
$295K
FWM
2257
Forza Wealth Management
Florida
$295K
VCM
2258
Vivaldi Capital Management
Illinois
$294K
WPW
2259
Watershed Private Wealth
Illinois
$294K
KCP
2260
Kera Capital Partners
California
$294K
AP
2261
Atwood & Palmer
Missouri
$294K
JWS
2262
Juncture Wealth Strategies
Arizona
$294K
TAP
2263
Tounjian Advisory Partners
Florida
$293K
SCA
2264
Scott Capital Advisors
Oregon
$293K
4A
2265
4Wealth Advisors
Illinois
$293K
WSFG
2266
Wall Street Financial Group
Illinois
$292K
HFAS
2267
Hummer Financial Advisory Services
Illinois
$291K
EVL
2268
EJMK Ventures LLC
Illinois
$291K
CMF
2269
Counterpoint Mutual Funds
California
$291K
OWM
2270
Omnitrust Wealth Management
Florida
$290K
EI
2271
Ellevest Inc
New York
$288K
CWA
2272
Canvas Wealth Advisors
Kansas
$288K
NCTC
2273
New Covenant Trust Company
Indiana
$288K
NCMW
2274
Northern Capital Management (Washington)
Washington
$287K
IPWA
2275
International Private Wealth Advisors
California
$286K