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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
Q1WB
2676
Quest 10 Wealth Builders
Virginia
$72.9K
FC
2677
Fairscale Capital
New Hampshire
$72.7K
BL
2678
BFSG LLC
California
$72.4K
HWP
2679
Highline Wealth Partners
California
$71.7K
MS
2680
Monetary Solutions
Ohio
$69K
SEP
2681
Signature Equity Partners
Ohio
$68.4K
RFA
2682
Reyes Financial Architecture
California
$67.8K
FDCP
2683
Foster Dykema Cabot & Partners
Massachusetts
$67.7K
HC
2684
Hoese & Co
Minnesota
$67.5K
EF
2685
Entrust Financial
Pennsylvania
$65.8K
BOJHT
2686
Bank of Jackson Hole Trust
Wyoming
$65.7K
CCMW
2687
Cypress Capital Management (Wyoming)
Wyoming
$65.4K
VWA
2688
Valued Wealth Advisors
Utah
$65.3K
MAM
2689
Morse Asset Management
Connecticut
$64.9K
HHMI
2690
Howard Hughes Medical Institute
Maryland
$63.1K
MAM
2691
Meeder Asset Management
Ohio
$62.5K
HA
2692
Hyposwiss Advisors
$62.1K
BFS
2693
Beacon Financial Strategies
North Carolina
$61.6K
S
2694
Sachetta
Massachusetts
$59.3K
LFASL
2695
Lugano Financial Advisors SA (LFA)
Switzerland
$59.2K
SFS
2696
Sunrise Financial Services
Washington
$57.9K
FGA
2697
Fortis Group Advisors
New Jersey
$57.8K
Loomis, Sayles & Company
2698
Loomis, Sayles & Company
Massachusetts
$57.3K
LC
2699
Lavaca Capital
Texas
$57K
T
2700
TOBAM
France
$57K