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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
HFRG
2351
Houlihan Financial Resource Group
Virginia
$256K
BFG
2352
Beto Financial Group
Idaho
$256K
ACM
2353
Avalon Capital Management
California
$256K
WWC
2354
Waypoint Wealth Counsel
Georgia
$256K
FA
2355
Faithward Advisors
Pennsylvania
$255K
EWA
2356
Eagle Wealth Advisors
Connecticut
$255K
AI
2357
AXS Investments
New York
$254K
LW
2358
Livet Wealth
Utah
$254K
RB
2359
Rodgers Brothers
Pennsylvania
$252K
OA
2360
Oxbow Advisors
Texas
$252K
Walleye Capital
2361
Walleye Capital
New York
$252K
Cohen & Steers
2362
Cohen & Steers
New York
$252K
FWP
2363
Firethorn Wealth Partners
Georgia
$252K
BIA
2364
Beacon Investment Advisors
Maryland
$252K
SF
2365
SWP Financial
California
$251K
BBA
2366
Braun-Bostich & Associates
Pennsylvania
$250K
RA
2367
Riversedge Advisors
Delaware
$250K
GAM
2368
Grandview Asset Management
Pennsylvania
$250K
WPA
2369
West Paces Advisors
Georgia
$250K
WFPG
2370
Waller Financial Planning Group
Ohio
$249K
LFWA
2371
LiftPoint Family Wealth Advisors
New Jersey
$249K
AWA
2372
AGH Wealth Advisors
Kansas
$248K
ITB
2373
Idaho Trust Bank
Idaho
$248K
KFS
2374
Kurt F. Somerville
$247K
CCP
2375
Clarkston Capital Partners
Michigan
$247K