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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
ACA
2451
American Capital Advisory
Idaho
$228K
SAM
2452
Smithbridge Asset Management
Pennsylvania
$228K
AIM
2453
Aigen Investment Management
New York
$228K
SGI
2454
Swan Global Investments
Colorado
$228K
HCA
2455
Harbour Capital Advisors
Virginia
$227K
EA
2456
Echo45 Advisors
California
$227K
TWM
2457
TopTier Wealth Management
Wisconsin
$226K
PCA
2458
Prosperity Capital Advisors
Ohio
$226K
SAA
2459
Southeast Asset Advisors
Georgia
$225K
PLFS
2460
Provident Living Financial Services
Utah
$225K
VPF
2461
Vantage Point Financial
Illinois
$225K
AI
2462
Auour Investments
Massachusetts
$225K
SFGP
2463
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K
BFA
2464
Bright Financial Advisors
Michigan
$225K
WSWA
2465
Warren Street Wealth Advisors
California
$224K
SFS
2466
Security Financial Services
Indiana
$223K
GD
2467
Grandfield & Dodd
New York
$223K
CCA
2468
Cora Capital Advisors
New Jersey
$223K
PAG
2469
Paladin Advisory Group
Iowa
$222K
AWM
2470
Abound Wealth Management
Tennessee
$222K
WAS
2471
Wealth Advisory Solutions
Indiana
$222K
FWP
2472
Falcon Wealth Planning
California
$221K
BIM
2473
Baldwin Investment Management
Pennsylvania
$221K
FA
2474
FDx Advisors
Illinois
$221K
BWMG
2475
Barnes Wealth Management Group
California
$221K