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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
HWA
2276
Heartwood Wealth Advisors
Virginia
$285K
EFG
2277
Ethos Financial Group
Pennsylvania
$285K
FFG
2278
First Financial Group
North Carolina
$284K
LS
2279
Leelyn Smith
Illinois
$284K
TAFW
2280
Tred Avon Family Wealth
Maryland
$284K
CFS
2281
Compass Financial Services
Iowa
$284K
JGIA
2282
Jackson Grant Investment Advisers
Connecticut
$284K
GRR
2283
Golden Reserve Retirement
Ohio
$284K
GA
2284
Goldstein Advisors
Wisconsin
$283K
SHWM
2285
Smith & Howard Wealth Management
Georgia
$283K
PCP
2286
Panoramic Capital Partners
Oregon
$282K
IF
2287
Ironwood Financial
Arizona
$282K
UBG
2288
United Bank (Georgia)
Georgia
$282K
DFG
2289
Demars Financial Group
Washington
$282K
BOH
2290
Bank of Hawaii
Hawaii
$281K
AA
2291
Apriem Advisors
California
$281K
GA
2292
GSG Advisors
New Jersey
$281K
EFSCE
2293
Enterprise Financial Services Corp (EFSC)
Missouri
$281K
IWAO
2294
Independence Wealth Advisors (Ohio)
Ohio
$281K
CCP
2295
Cane Capital Partners
Louisiana
$281K
FA
2296
Fiducient Advisors
Illinois
$281K
ARG
2297
Advisory Resource Group
Oklahoma
$280K
DP
2298
Denver PWM
Colorado
$280K
CAM
2299
CPA Asset Management
Florida
$280K
DIP
2300
Davis Investment Partners
North Carolina
$280K