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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
EWM
2326
Endowment Wealth Management
Wisconsin
$264K
PWM
2327
Power Wealth Management
Georgia
$263K
WWM
2328
WT Wealth Management
Arizona
$263K
XWL
2329
XXI Wealth LLC
Illinois
$263K
PIA
2330
Powell Investment Advisors
Florida
$263K
BIA
2331
Bell Investment Advisors
California
$262K
BWP
2332
Balboa Wealth Partners
Arizona
$262K
ERWM
2333
Elk River Wealth Management
Colorado
$261K
WIC
2334
Willis Investment Counsel
Georgia
$261K
WAS
2335
Winch Advisory Services
Wisconsin
$261K
GGS
2336
Galvin Gaustad & Stein
Arizona
$260K
FC
2337
Fusion Capital
South Carolina
$260K
AFS
2338
Axiom Financial Strategies
Indiana
$260K
OP
2339
ORG Partners
Indiana
$259K
MC
2340
Marest Capital
California
$259K
GWP
2341
Gen-Wealth Partners
Michigan
$259K
SA
2342
Skyline Advisors
Washington
$259K
CFGW
2343
Chancellor Financial Group WB
Pennsylvania
$258K
CWM
2344
Cherrydale Wealth Management
New Jersey
$258K
ITFISA
2345
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$258K
GCM
2346
Gladius Capital Management
Illinois
$258K
JC
2347
JB Capital
Connecticut
$257K
ACC
2348
Acorn Creek Capital
Colorado
$257K
SWA
2349
SOA Wealth Advisors
New York
$257K
QPW
2350
Quantum Private Wealth
Florida
$256K