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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
OA
2651
Operose Advisors
Wisconsin
$93.2K
RAM
2652
Ramirez Asset Management
New York
$93.2K
BWM
2653
Bernard Wealth Management
Michigan
$92.8K
WFA
2654
West Financial Advisors
Iowa
$91.6K
GWS
2655
Greykasell Wealth Strategies
California
$91.3K
BGWM
2656
Bridge Generations Wealth Management
Florida
$89.7K
KFG
2657
Kingdom Financial Group
Arizona
$87.4K
AFC
2658
Ares Financial Consulting
California
$85.5K
SNB
2659
Security National Bank
Nebraska
$83.5K
VFM
2660
Vision Financial Markets
Connecticut
$82.8K
IRC
2661
Investors Research Corp
Georgia
$81.9K
RS
2662
Rakuten Securities
Japan
$81.9K
SRCM
2663
Signature Resources Capital Management
California
$81.8K
WA
2664
WPG Advisers
Maryland
$81.1K
NECFA
2665
New England Capital Financial Advisors
Connecticut
$78.2K
WSCM
2666
Wellington Shields Capital Management
New York
$76.9K
CFM
2667
Cornerstone Financial Management
Massachusetts
$76.8K
PWMG
2668
Private Wealth Management Group
New Jersey
$76.4K
FCT
2669
First Community Trust
Iowa
$75.9K
MFT
2670
Moisand Fitzgerald Tamayo
Florida
$74.9K
ATC
2671
Advantage Trust Company
Kansas
$74.6K
PMIM
2672
Prudent Man Investment Management
Colorado
$74.6K
Q1WB
2673
Quest 10 Wealth Builders
Virginia
$72.9K
FC
2674
Fairscale Capital
New Hampshire
$72.7K
BL
2675
BFSG LLC
California
$72.4K