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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 increasing their positions, 989 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:

8% more funds holding

Funds holding: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
4A
2276
4Wealth Advisors
Illinois
$293K
WSFG
2277
Wall Street Financial Group
Illinois
$292K
HFAS
2278
Hummer Financial Advisory Services
Illinois
$291K
EV
2279
EJMK Ventures
Illinois
$291K
CMF
2280
Counterpoint Mutual Funds
California
$291K
OWM
2281
Omnitrust Wealth Management
Florida
$290K
EI
2282
Ellevest Inc
New York
$288K
CWA
2283
Canvas Wealth Advisors
Kansas
$288K
NCTC
2284
New Covenant Trust Company
Indiana
$288K
NCMW
2285
Northern Capital Management (Washington)
Washington
$287K
IPWA
2286
International Private Wealth Advisors
California
$286K
HWA
2287
Heartwood Wealth Advisors
Virginia
$285K
EFG
2288
Ethos Financial Group
Pennsylvania
$285K
FFG
2289
First Financial Group
North Carolina
$284K
LS
2290
Leelyn Smith
Illinois
$284K
TAFW
2291
Tred Avon Family Wealth
Maryland
$284K
CFS
2292
Compass Financial Services
Iowa
$284K
JGIA
2293
Jackson Grant Investment Advisers
Connecticut
$284K
GRR
2294
Golden Reserve Retirement
Ohio
$284K
GA
2295
Goldstein Advisors
Wisconsin
$283K
SHWM
2296
Smith & Howard Wealth Management
Georgia
$283K
PCP
2297
Panoramic Capital Partners
Oregon
$282K
IF
2298
Ironwood Financial
Arizona
$282K
UBG
2299
United Bank (Georgia)
Georgia
$282K
DFG
2300
Demars Financial Group
Washington
$282K