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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,854
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
PFM
2426
Phillips Financial Management
Indiana
$234K
NAMM
2427
NorthStar Asset Management (Massachusetts)
Massachusetts
$233K
MWP
2428
Meridian Wealth Partners
Pennsylvania
$233K
VCM
2429
Violich Capital Management
California
$233K
BWM
2430
Buckley Wealth Management
Nevada
$233K
CWA
2431
CogentBlue Wealth Advisors
Tennessee
$232K
ZF
2432
Zhang Financial
Michigan
$232K
EBA
2433
Eagle Bay Advisors
New York
$232K
ACA
2434
Aspire Capital Advisors
Washington
$232K
EL
2435
Essex LLC
Illinois
$232K
HPC
2436
Hobart Private Capital
North Carolina
$231K
FBFS
2437
First Business Financial Services
Wisconsin
$230K
KOC
2438
Koss-Olinger Consulting
Florida
$230K
WAS
2439
WESPAC Advisors SoCal
California
$229K
PFM
2440
Patton Fund Management
Texas
$229K
IPW
2441
Impact Partnership Wealth
Georgia
$229K
GWP
2442
Gateway Wealth Partners
Wisconsin
$229K
ACA
2443
American Capital Advisory
Idaho
$228K
SAM
2444
Smithbridge Asset Management
Pennsylvania
$228K
AIM
2445
Aigen Investment Management
New York
$228K
SGI
2446
Swan Global Investments
Colorado
$228K
HCA
2447
Harbour Capital Advisors
Virginia
$227K
EA
2448
Echo45 Advisors
California
$227K
TWM
2449
TopTier Wealth Management
Wisconsin
$226K
PCA
2450
Prosperity Capital Advisors
Ohio
$226K