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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
SR
2551
Syntax Research
Florida
$190K
CCMI
2552
Creative Capital Management Investments
California
$189K
CCA
2553
Catalyst Capital Advisors
New York
$188K
HA
2554
Heartland Advisors
Wisconsin
$186K
HPIA
2555
Hamilton Point Investment Advisors
North Carolina
$183K
GWM
2556
Greenline Wealth Management
Florida
$182K
GEA
2557
Glen Eagle Advisors
New Jersey
$181K
FISPB
2558
Fideuram - Intesa Sanpaolo Private Banking
$179K
ME
2559
McIlrath & Eck
Washington
$178K
JEST
2560
JTC Employer Solutions Trustee
Jersey
$178K
KAS
2561
Kemnay Advisory Services
New York
$174K
KFI
2562
Key Financial Inc
Pennsylvania
$171K
WIM
2563
Westside Investment Management
California
$170K
WWA
2564
Wealth Watch Advisors
Colorado
$169K
AA
2565
Addison Advisors
Vermont
$166K
NCM
2566
Northwest Capital Management
Oregon
$163K
LWM
2567
Lodestone Wealth Management
Washington
$161K
SAM
2568
Sherman Asset Management
California
$161K
KFAS
2569
Keating Financial Advisory Services
Kansas
$161K
CHC
2570
City Holding Co
West Virginia
$160K
TF
2571
Tompkins Financial
New York
$158K
EPIME
2572
Evelyn Partners Investment Management (Europe)
$158K
HCA
2573
Harbor Capital Advisors
Illinois
$158K
RFG
2574
REAP Financial Group
Texas
$158K
PWM
2575
Proathlete Wealth Management
Florida
$157K