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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,872
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
PW
2651
Pandora Wealth
Illinois
$97.9K
TC
2652
Trust Company
Kansas
$96.8K
HNW
2653
High Note Wealth
Minnesota
$95.2K
DT
2654
DV Trading
Illinois
$93.5K
OA
2655
Operose Advisors
Wisconsin
$93.2K
RAM
2656
Ramirez Asset Management
New York
$93.2K
BWM
2657
Bernard Wealth Management
Michigan
$92.8K
WFA
2658
West Financial Advisors
Iowa
$91.6K
GWS
2659
Greykasell Wealth Strategies
California
$91.3K
BGWM
2660
Bridge Generations Wealth Management
Florida
$89.7K
KFG
2661
Kingdom Financial Group
Arizona
$87.4K
AFC
2662
Ares Financial Consulting
California
$85.5K
SNB
2663
Security National Bank
Nebraska
$83.5K
VFM
2664
Vision Financial Markets
Connecticut
$82.8K
IRC
2665
Investors Research Corp
Georgia
$81.9K
RS
2666
Rakuten Securities
Japan
$81.9K
SRCM
2667
Signature Resources Capital Management
California
$81.8K
WA
2668
WPG Advisers
Maryland
$81.1K
NECFA
2669
New England Capital Financial Advisors
Connecticut
$78.2K
WSCM
2670
Wellington Shields Capital Management
New York
$76.9K
CFM
2671
Cornerstone Financial Management
Massachusetts
$76.8K
PWMG
2672
Private Wealth Management Group
New Jersey
$76.4K
FCT
2673
First Community Trust
Iowa
$75.9K
MFT
2674
Moisand Fitzgerald Tamayo
Florida
$74.9K
ATC
2675
Advantage Trust Company
Kansas
$74.6K