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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
ISWM
2626
Intesa Sanpaolo Wealth Management
$110K
1IA
2627
1620 Investment Advisors
Massachusetts
$109K
IIM
2628
IFC & Insurance Marketing
California
$107K
BGA
2629
Battery Global Advisors
Massachusetts
$107K
CAL
2630
Capital Analysts LLC
Pennsylvania
$106K
IWM
2631
IMG Wealth Management
Florida
$105K
FP
2632
Financial Perspectives
Minnesota
$104K
RFS
2633
Richardson Financial Services
Massachusetts
$103K
RJA
2634
Ross\Johnson & Associates
Minnesota
$103K
TSMHT
2635
Thurston Springer Miller Herd & Titak
Indiana
$101K
FC
2636
Financial Consulate
Maryland
$98.6K
WAG
2637
Wilkerson Advisory Group
Missouri
$98.4K
PW
2638
Pandora Wealth
Illinois
$97.9K
TC
2639
Trust Company
Kansas
$96.8K
HNW
2640
High Note Wealth
Minnesota
$95.2K
DT
2641
DV Trading
Illinois
$93.5K
OA
2642
Operose Advisors
Wisconsin
$93.2K
RAM
2643
Ramirez Asset Management
New York
$93.2K
BWM
2644
Bernard Wealth Management
Michigan
$92.8K
WFA
2645
West Financial Advisors
Iowa
$91.6K
GWS
2646
Greykasell Wealth Strategies
California
$91.3K
BGWM
2647
Bridge Generations Wealth Management
Florida
$89.7K
KFG
2648
Kingdom Financial Group
Arizona
$87.4K
AFC
2649
Ares Financial Consulting
California
$85.5K
SNB
2650
Security National Bank
Nebraska
$83.5K