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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 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: 2,6422,854 (+212)

1.99% 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
2,854
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
ME
2551
McIlrath & Eck
Washington
$178K
JEST
2552
JTC Employer Solutions Trustee
Jersey
$178K
KAS
2553
Kemnay Advisory Services
New York
$174K
KFI
2554
Key Financial Inc
Pennsylvania
$171K
WIM
2555
Westside Investment Management
California
$170K
WWA
2556
Wealth Watch Advisors
Colorado
$169K
AA
2557
Addison Advisors
Vermont
$166K
NCM
2558
Northwest Capital Management
Oregon
$163K
LWM
2559
Lodestone Wealth Management
Washington
$161K
SAM
2560
Sherman Asset Management
California
$161K
KFAS
2561
Keating Financial Advisory Services
Kansas
$161K
CHC
2562
City Holding Co
West Virginia
$160K
TF
2563
Tompkins Financial
New York
$158K
EPIME
2564
Evelyn Partners Investment Management (Europe)
$158K
HCA
2565
Harbor Capital Advisors
Illinois
$158K
RFG
2566
REAP Financial Group
Texas
$158K
PWM
2567
Proathlete Wealth Management
Florida
$157K
M
2568
MOTCO
Texas
$157K
SVCP
2569
Silicon Valley Capital Partners
California
$157K
FUBT
2570
First United Bank & Trust
Maryland
$157K
II
2571
Inspire Investing
Idaho
$156K
PWMG
2572
Prestige Wealth Management Group
New Jersey
$155K
BHWM
2573
Bay Harbor Wealth Management
Maryland
$155K
LAMC
2574
Longview Asset Management (California)
California
$154K
CA
2575
Centerpoint Advisors
Massachusetts
$154K