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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
CCMI
2526
Creative Capital Management Investments
California
$189K
CCA
2527
Catalyst Capital Advisors
New York
$188K
HA
2528
Heartland Advisors
Wisconsin
$186K
HPIA
2529
Hamilton Point Investment Advisors
North Carolina
$183K
GWM
2530
Greenline Wealth Management
Florida
$182K
GEA
2531
Glen Eagle Advisors
New Jersey
$181K
FISPB
2532
Fideuram - Intesa Sanpaolo Private Banking
$179K
ME
2533
McIlrath & Eck
Washington
$178K
JEST
2534
JTC Employer Solutions Trustee
Jersey
$178K
KAS
2535
Kemnay Advisory Services
New York
$174K
KFI
2536
Key Financial Inc
Pennsylvania
$171K
WIM
2537
Westside Investment Management
California
$170K
WWA
2538
Wealth Watch Advisors
Colorado
$169K
AA
2539
Addison Advisors
Vermont
$166K
NCM
2540
Northwest Capital Management
Oregon
$163K
LWM
2541
Lodestone Wealth Management
Washington
$161K
SAM
2542
Sherman Asset Management
California
$161K
KFAS
2543
Keating Financial Advisory Services
Kansas
$161K
CHC
2544
City Holding Co
West Virginia
$160K
TF
2545
Tompkins Financial
New York
$158K
EPIME
2546
Evelyn Partners Investment Management (Europe)
$158K
HCA
2547
Harbor Capital Advisors
Illinois
$158K
RFG
2548
REAP Financial Group
Texas
$158K
PWM
2549
Proathlete Wealth Management
Florida
$157K
M
2550
MOTCO
Texas
$157K