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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
HFRG
2376
Houlihan Financial Resource Group
Virginia
$256K
BFG
2377
Beto Financial Group
Idaho
$256K
ACM
2378
Avalon Capital Management
California
$256K
WWC
2379
Waypoint Wealth Counsel
Georgia
$256K
FA
2380
Faithward Advisors
Pennsylvania
$255K
EWA
2381
Eagle Wealth Advisors
Connecticut
$255K
AI
2382
AXS Investments
New York
$254K
LW
2383
Livet Wealth
Utah
$254K
RB
2384
Rodgers Brothers
Pennsylvania
$252K
OA
2385
Oxbow Advisors
Texas
$252K
Walleye Capital
2386
Walleye Capital
New York
$252K
Cohen & Steers
2387
Cohen & Steers
New York
$252K
FWP
2388
Firethorn Wealth Partners
Georgia
$252K
BIA
2389
Beacon Investment Advisors
Maryland
$252K
SF
2390
SWP Financial
California
$251K
BBA
2391
Braun-Bostich & Associates
Pennsylvania
$250K
RA
2392
Riversedge Advisors
Delaware
$250K
GAM
2393
Grandview Asset Management
Pennsylvania
$250K
WPA
2394
West Paces Advisors
Georgia
$250K
WFPG
2395
Waller Financial Planning Group
Ohio
$249K
LFWA
2396
LiftPoint Family Wealth Advisors
New Jersey
$249K
AWA
2397
AGH Wealth Advisors
Kansas
$248K
NCM
2398
NCM Capital Management
New Jersey
$248K
ITB
2399
Idaho Trust Bank
Idaho
$248K
KFS
2400
Kurt F. Somerville
$247K