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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
TAP
2251
Tounjian Advisory Partners
Florida
$293K
SCA
2252
Scott Capital Advisors
Oregon
$293K
4A
2253
4Wealth Advisors
Illinois
$293K
WSFG
2254
Wall Street Financial Group
Illinois
$292K
HFAS
2255
Hummer Financial Advisory Services
Illinois
$291K
CMF
2256
Counterpoint Mutual Funds
California
$291K
OWM
2257
Omnitrust Wealth Management
Florida
$290K
EI
2258
Ellevest Inc
New York
$288K
CWA
2259
Canvas Wealth Advisors
Kansas
$288K
NCTC
2260
New Covenant Trust Company
Indiana
$288K
NCMW
2261
Northern Capital Management (Washington)
Washington
$287K
IPWA
2262
International Private Wealth Advisors
California
$286K
HWA
2263
Heartwood Wealth Advisors
Virginia
$285K
EFG
2264
Ethos Financial Group
Pennsylvania
$285K
FFG
2265
First Financial Group
North Carolina
$284K
LS
2266
Leelyn Smith
Illinois
$284K
TAFW
2267
Tred Avon Family Wealth
Maryland
$284K
CFS
2268
Compass Financial Services
Iowa
$284K
JGIA
2269
Jackson Grant Investment Advisers
Connecticut
$284K
GRR
2270
Golden Reserve Retirement
Ohio
$284K
GA
2271
Goldstein Advisors
Wisconsin
$283K
SHWM
2272
Smith & Howard Wealth Management
Georgia
$283K
PCP
2273
Panoramic Capital Partners
Oregon
$282K
IF
2274
Ironwood Financial
Arizona
$282K
UBG
2275
United Bank (Georgia)
Georgia
$282K