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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
IBOK
2601
Independence Bank of Kentucky
Kentucky
$137K
UIA
2602
Ulland Investment Advisors
Minnesota
$134K
CFD
2603
Creative Financial Designs
Indiana
$134K
HHCP
2604
Hilton Head Capital Partners
South Carolina
$133K
CAM
2605
Clarity Asset Management
Iowa
$133K
UCB
2606
United Community Bank
South Carolina
$131K
SA
2607
SRH Advisors
Kansas
$130K
SWM
2608
SHP Wealth Management
Massachusetts
$130K
CWM
2609
Cranbrook Wealth Management
Michigan
$126K
FC
2610
Family CFO
California
$126K
OAM
2611
Ostrum Asset Management
France
$125K
RF
2612
Rossby Financial
Florida
$123K
SA
2613
Strategic Advocates
Utah
$121K
USB
2614
Union Savings Bank
Connecticut
$121K
IRAG
2615
Investment Research & Advisory Group
Georgia
$120K
MSWM
2616
Mowery & Schoenfeld Wealth Management
Illinois
$118K
AFG
2617
Albion Financial Group
Utah
$117K
NFSG
2618
Newbridge Financial Services Group
Florida
$116K
TC
2619
Truvestments Capital
Florida
$116K
CTB
2620
Country Trust Bank
Illinois
$116K
TFGT
2621
TS Financial Group (TSFG)
Illinois
$115K
AIM
2622
Arcadia Investment Management
Michigan
$114K
C
2623
Covestor
United Kingdom
$114K
MIM
2624
Manitou Investment Management
Ontario, Canada
$114K
BONH
2625
Bank of New Hampshire
New Hampshire
$114K