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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
EFSCE
2301
Enterprise Financial Services Corp (EFSC)
Missouri
$281K
IWAO
2302
Independence Wealth Advisors (Ohio)
Ohio
$281K
CCP
2303
Cane Capital Partners
Louisiana
$281K
FA
2304
Fiducient Advisors
Illinois
$281K
ARG
2305
Advisory Resource Group
Oklahoma
$280K
DP
2306
Denver PWM
Colorado
$280K
CAM
2307
CPA Asset Management
Florida
$280K
DIP
2308
Davis Investment Partners
North Carolina
$280K
CC
2309
Constitution Capital
Connecticut
$280K
AT
2310
Avalon Trust
New Mexico
$280K
TIP
2311
Torray Investment Partners
Maryland
$280K
SOAMC
2312
Spirit of America Management Corp
New York
$280K
GFG
2313
Greenberg Financial Group
Arizona
$280K
CAM
2314
Cozad Asset Management
Illinois
$279K
SFG
2315
Sovereign Financial Group
Connecticut
$279K
WA
2316
WBH Advisory
Maryland
$279K
IA
2317
IFG Advisory
Georgia
$277K
MWA
2318
Muirfield Wealth Advisors
North Carolina
$276K
OHWP
2319
Oak Harbor Wealth Partners
North Carolina
$276K
FAM
2320
Flaharty Asset Management
Florida
$276K
TDC
2321
Thompson Davis & Co
Virginia
$276K
JWM
2322
Jessup Wealth Management
Ohio
$275K
UFA
2323
Uptown Financial Advisors
Texas
$274K
VBA
2324
von Borstel & Associates
Oregon
$274K
MFG
2325
MidWestOne Financial Group
Iowa
$273K