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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
PFM
2451
Patton Fund Management
Texas
$229K
IPW
2452
Impact Partnership Wealth
Georgia
$229K
GWP
2453
Gateway Wealth Partners
Wisconsin
$229K
ACA
2454
American Capital Advisory
Idaho
$228K
SAM
2455
Smithbridge Asset Management
Pennsylvania
$228K
AIM
2456
Aigen Investment Management
New York
$228K
SGI
2457
Swan Global Investments
Colorado
$228K
HCA
2458
Harbour Capital Advisors
Virginia
$227K
EA
2459
Echo45 Advisors
California
$227K
TWM
2460
TopTier Wealth Management
Wisconsin
$226K
PCA
2461
Prosperity Capital Advisors
Ohio
$226K
SAA
2462
Southeast Asset Advisors
Georgia
$225K
PLFS
2463
Provident Living Financial Services
Utah
$225K
VPF
2464
Vantage Point Financial
Illinois
$225K
AI
2465
Auour Investments
Massachusetts
$225K
SFGP
2466
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K
BFA
2467
Bright Financial Advisors
Michigan
$225K
WSWA
2468
Warren Street Wealth Advisors
California
$224K
SFS
2469
Security Financial Services
Indiana
$223K
GD
2470
Grandfield & Dodd
New York
$223K
CCA
2471
Cora Capital Advisors
New Jersey
$223K
PAG
2472
Paladin Advisory Group
Iowa
$222K
AWM
2473
Abound Wealth Management
Tennessee
$222K
WAS
2474
Wealth Advisory Solutions
Indiana
$222K
FWP
2475
Falcon Wealth Planning
California
$221K