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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
HWP
2676
Highline Wealth Partners
California
$71.7K
MS
2677
Monetary Solutions
Ohio
$69K
SEP
2678
Signature Equity Partners
Ohio
$68.4K
RFA
2679
Reyes Financial Architecture
California
$67.8K
FDCP
2680
Foster Dykema Cabot & Partners
Massachusetts
$67.7K
HC
2681
Hoese & Co
Minnesota
$67.5K
EF
2682
Entrust Financial
Pennsylvania
$65.8K
BOJHT
2683
Bank of Jackson Hole Trust
Wyoming
$65.7K
CCMW
2684
Cypress Capital Management (Wyoming)
Wyoming
$65.4K
VWA
2685
Valued Wealth Advisors
Utah
$65.3K
MAM
2686
Morse Asset Management
Connecticut
$64.9K
HHMI
2687
Howard Hughes Medical Institute
Maryland
$63.1K
MAM
2688
Meeder Asset Management
Ohio
$62.5K
HA
2689
Hyposwiss Advisors
$62.1K
BFS
2690
Beacon Financial Strategies
North Carolina
$61.6K
S
2691
Sachetta
Massachusetts
$59.3K
LFASL
2692
Lugano Financial Advisors SA (LFA)
Switzerland
$59.2K
SFS
2693
Sunrise Financial Services
Washington
$57.9K
FGA
2694
Fortis Group Advisors
New Jersey
$57.8K
Loomis, Sayles & Company
2695
Loomis, Sayles & Company
Massachusetts
$57.3K
LC
2696
Lavaca Capital
Texas
$57K
T
2697
TOBAM
France
$57K
PPC
2698
Park Place Capital
Alabama
$56.3K
NI
2699
NCP Inc
California
$56.1K
WCAMG
2700
Woodard & Company Asset Management Group
North Carolina
$54.8K