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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
PMIM
2676
Prudent Man Investment Management
Colorado
$74.6K
Q1WB
2677
Quest 10 Wealth Builders
Virginia
$72.9K
FC
2678
Fairscale Capital
New Hampshire
$72.7K
BL
2679
BFSG LLC
California
$72.4K
HWP
2680
Highline Wealth Partners
California
$71.7K
MS
2681
Monetary Solutions
Ohio
$69K
SEP
2682
Signature Equity Partners
Ohio
$68.4K
RFA
2683
Reyes Financial Architecture
California
$67.8K
FDCP
2684
Foster Dykema Cabot & Partners
Massachusetts
$67.7K
HC
2685
Hoese & Co
Minnesota
$67.5K
EF
2686
Entrust Financial
Pennsylvania
$65.8K
BOJHT
2687
Bank of Jackson Hole Trust
Wyoming
$65.7K
CCMW
2688
Cypress Capital Management (Wyoming)
Wyoming
$65.4K
VWA
2689
Valued Wealth Advisors
Utah
$65.3K
MAM
2690
Morse Asset Management
Connecticut
$64.9K
HHMI
2691
Howard Hughes Medical Institute
Maryland
$63.1K
MAM
2692
Meeder Asset Management
Ohio
$62.5K
MWA
2693
Medallion Wealth Advisors
Connecticut
$62.4K
HA
2694
Hyposwiss Advisors
$62.1K
BFS
2695
Beacon Financial Strategies
North Carolina
$61.6K
S
2696
Sachetta
Massachusetts
$59.3K
LFASL
2697
Lugano Financial Advisors SA (LFA)
Switzerland
$59.2K
SFS
2698
Sunrise Financial Services
Washington
$57.9K
FGA
2699
Fortis Group Advisors
New Jersey
$57.8K
Loomis, Sayles & Company
2700
Loomis, Sayles & Company
Massachusetts
$57.3K