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Wells Fargo

2,830 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, 1,090 increasing their positions, 987 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: 2,6412,830 (+189)

1.65% 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
2,830
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
SAM
2426
Smithbridge Asset Management
Pennsylvania
$228K
AIM
2427
Aigen Investment Management
New York
$228K
SGI
2428
Swan Global Investments
Colorado
$228K
HCA
2429
Harbour Capital Advisors
Virginia
$227K
EA
2430
Echo45 Advisors
California
$227K
TWM
2431
TopTier Wealth Management
Wisconsin
$226K
PCA
2432
Prosperity Capital Advisors
Ohio
$226K
SAA
2433
Southeast Asset Advisors
Georgia
$225K
PLFS
2434
Provident Living Financial Services
Utah
$225K
VPF
2435
Vantage Point Financial
Illinois
$225K
AI
2436
Auour Investments
Massachusetts
$225K
SFGP
2437
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K
BFA
2438
Bright Financial Advisors
Michigan
$225K
WSWA
2439
Warren Street Wealth Advisors
California
$224K
SFS
2440
Security Financial Services
Indiana
$223K
GD
2441
Grandfield & Dodd
New York
$223K
CCA
2442
Cora Capital Advisors
New Jersey
$223K
PAG
2443
Paladin Advisory Group
Iowa
$222K
AWM
2444
Abound Wealth Management
Tennessee
$222K
WAS
2445
Wealth Advisory Solutions
Indiana
$222K
FWP
2446
Falcon Wealth Planning
California
$221K
BIM
2447
Baldwin Investment Management
Pennsylvania
$221K
FA
2448
FDx Advisors
Illinois
$221K
BWMG
2449
Barnes Wealth Management Group
California
$221K
ANBOT
2450
American National Bank of Texas
Texas
$221K