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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
MAM
2326
McLean Asset Management
Virginia
$273K
HCM
2327
Hengehold Capital Management
Ohio
$272K
EIA
2328
Edgemoor Investment Advisors
Maryland
$272K
JTWM
2329
Jackson Thornton Wealth Management
Alabama
$271K
KL
2330
KWMG LLC
Kansas
$270K
HPBT
2331
Hickory Point Bank & Trust
Illinois
$270K
HNWA
2332
Henrickson Nauta Wealth Advisors
Michigan
$269K
SFG
2333
Sunburst Financial Group
Alabama
$269K
NC
2334
NewSquare Capital
Pennsylvania
$268K
SWM
2335
Sculati Wealth Management
Michigan
$268K
SP
2336
Symmetry Partners
Connecticut
$268K
USWIA
2337
UP Strategic Wealth Investment Advisors
Pennsylvania
$268K
IP
2338
Investment Partners
Ohio
$268K
WI
2339
WBI Investments
New Jersey
$268K
OCM
2340
Orion Capital Management
California
$267K
NB
2341
Northwest Bancshares
Pennsylvania
$267K
IWN
2342
Independent Wealth Network
Iowa
$266K
AWA
2343
A4 Wealth Advisors
North Carolina
$266K
BWA
2344
Blodgett Wealth Advisors
California
$265K
MHWM
2345
Montz Harcus Wealth Management
Louisiana
$264K
TWP
2346
Tempus Wealth Planning
California
$264K
AWM
2347
Aries Wealth Management
Maine
$264K
EWM
2348
Endowment Wealth Management
Wisconsin
$264K
PWM
2349
Power Wealth Management
Georgia
$263K
WWM
2350
WT Wealth Management
Arizona
$263K