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Wells Fargo

2,833 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, 1,094 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: 2,6412,833 (+192)

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
2,833
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
UFA
2301
Uptown Financial Advisors
Texas
$274K
VBA
2302
von Borstel & Associates
Oregon
$274K
MFG
2303
MidWestOne Financial Group
Iowa
$273K
MAM
2304
McLean Asset Management
Virginia
$273K
HCM
2305
Hengehold Capital Management
Ohio
$272K
EIA
2306
Edgemoor Investment Advisors
Maryland
$272K
JTWM
2307
Jackson Thornton Wealth Management
Alabama
$271K
KL
2308
KWMG LLC
Kansas
$270K
HPBT
2309
Hickory Point Bank & Trust
Illinois
$270K
HNWA
2310
Henrickson Nauta Wealth Advisors
Michigan
$269K
SFG
2311
Sunburst Financial Group
Alabama
$269K
NC
2312
NewSquare Capital
Pennsylvania
$268K
SWM
2313
Sculati Wealth Management
Michigan
$268K
SP
2314
Symmetry Partners
Connecticut
$268K
USWIA
2315
UP Strategic Wealth Investment Advisors
Pennsylvania
$268K
IP
2316
Investment Partners
Ohio
$268K
WI
2317
WBI Investments
New Jersey
$268K
OCM
2318
Orion Capital Management
California
$267K
NB
2319
Northwest Bancshares
Pennsylvania
$267K
IWN
2320
Independent Wealth Network
Iowa
$266K
AWA
2321
A4 Wealth Advisors
North Carolina
$266K
BWA
2322
Blodgett Wealth Advisors
California
$265K
MHWM
2323
Montz Harcus Wealth Management
Louisiana
$264K
TWP
2324
Tempus Wealth Planning
California
$264K
AWM
2325
Aries Wealth Management
Maine
$264K