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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

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

Holders
2,872
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
QPW
2376
Quantum Private Wealth
Florida
$256K
HFRG
2377
Houlihan Financial Resource Group
Virginia
$256K
BFG
2378
Beto Financial Group
Idaho
$256K
ACM
2379
Avalon Capital Management
California
$256K
WWC
2380
Waypoint Wealth Counsel
Georgia
$256K
FA
2381
Faithward Advisors
Pennsylvania
$255K
EWA
2382
Eagle Wealth Advisors
Connecticut
$255K
AI
2383
AXS Investments
New York
$254K
LW
2384
Livet Wealth
Utah
$254K
RB
2385
Rodgers Brothers
Pennsylvania
$252K
OA
2386
Oxbow Advisors
Texas
$252K
Walleye Capital
2387
Walleye Capital
New York
$252K
Cohen & Steers
2388
Cohen & Steers
New York
$252K
FWP
2389
Firethorn Wealth Partners
Georgia
$252K
BIA
2390
Beacon Investment Advisors
Maryland
$252K
SF
2391
SWP Financial
California
$251K
BBA
2392
Braun-Bostich & Associates
Pennsylvania
$250K
RA
2393
Riversedge Advisors
Delaware
$250K
GAM
2394
Grandview Asset Management
Pennsylvania
$250K
WPA
2395
West Paces Advisors
Georgia
$250K
WFPG
2396
Waller Financial Planning Group
Ohio
$249K
LFWA
2397
LiftPoint Family Wealth Advisors
New Jersey
$249K
AWA
2398
AGH Wealth Advisors
Kansas
$248K
NCM
2399
NCM Capital Management
New Jersey
$248K
ITB
2400
Idaho Trust Bank
Idaho
$248K