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Wells Fargo

2,853 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 378 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: 2,6422,853 (+211)

1.98% 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
2,853
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
PLFS
2451
Provident Living Financial Services
Utah
$225K
VPF
2452
Vantage Point Financial
Illinois
$225K
AI
2453
Auour Investments
Massachusetts
$225K
SFGP
2454
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K
BFA
2455
Bright Financial Advisors
Michigan
$225K
WSWA
2456
Warren Street Wealth Advisors
California
$224K
SFS
2457
Security Financial Services
Indiana
$223K
GD
2458
Grandfield & Dodd
New York
$223K
CCA
2459
Cora Capital Advisors
New Jersey
$223K
PAG
2460
Paladin Advisory Group
Iowa
$222K
AWM
2461
Abound Wealth Management
Tennessee
$222K
WAS
2462
Wealth Advisory Solutions
Indiana
$222K
FWP
2463
Falcon Wealth Planning
California
$221K
BIM
2464
Baldwin Investment Management
Pennsylvania
$221K
FA
2465
FDx Advisors
Illinois
$221K
BWMG
2466
Barnes Wealth Management Group
California
$221K
ANBOT
2467
American National Bank of Texas
Texas
$221K
TLFA
2468
True Link Financial Advisors
California
$221K
WETS
2469
Wealth Enhancement Trust Services
South Dakota
$221K
ZWA
2470
Zinnia Wealth Advisory
Florida
$220K
KSWWM
2471
Keyes Stange & Wooten Wealth Management
Florida
$220K
SGFG
2472
Silver Grove Financial Group
New York
$220K
CIP
2473
Capital Insight Partners
Arizona
$220K
DFS
2474
Dixon Fnancial Services
California
$219K
BCP
2475
Berkeley Capital Partners
Georgia
$219K