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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
VWA
2676
Valued Wealth Advisors
Utah
$65.3K
MAM
2677
Morse Asset Management
Connecticut
$64.9K
HHMI
2678
Howard Hughes Medical Institute
Maryland
$63.1K
MAM
2679
Meeder Asset Management
Ohio
$62.5K
HA
2680
Hyposwiss Advisors
$62.1K
BFS
2681
Beacon Financial Strategies
North Carolina
$61.6K
S
2682
Sachetta
Massachusetts
$59.3K
LFASL
2683
Lugano Financial Advisors SA (LFA)
Switzerland
$59.2K
SFS
2684
Sunrise Financial Services
Washington
$57.9K
FGA
2685
Fortis Group Advisors
New Jersey
$57.8K
Loomis, Sayles & Company
2686
Loomis, Sayles & Company
Massachusetts
$57.3K
LC
2687
Lavaca Capital
Texas
$57K
T
2688
TOBAM
France
$57K
PPC
2689
Park Place Capital
Alabama
$56.3K
NI
2690
NCP Inc
California
$56.1K
WCAMG
2691
Woodard & Company Asset Management Group
North Carolina
$54.8K
CIAS
2692
CBIZ Investment Advisory Services
Ohio
$54.6K
HC
2693
Hurley Capital
New York
$54.1K
BC
2694
Barrett & Company
Rhode Island
$53.8K
BAM
2695
Byrne Asset Management
New Jersey
$53.5K
KG
2696
Kilter Group
New York
$53K
DWM
2697
Dogwood Wealth Management
Kansas
$51.8K
LGWM
2698
Litman Gregory Wealth Management
California
$51.7K
SJIM
2699
St. Johns Investment Management
Florida
$51.5K
CFG
2700
Clayton Financial Group
Missouri
$51.5K