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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
LC
2701
Lavaca Capital
Texas
$57K
T
2702
TOBAM
France
$57K
PPC
2703
Park Place Capital
Alabama
$56.3K
NI
2704
NCP Inc
California
$56.1K
WCAMG
2705
Woodard & Company Asset Management Group
North Carolina
$54.8K
CIAS
2706
CBIZ Investment Advisory Services
Ohio
$54.6K
HC
2707
Hurley Capital
New York
$54.1K
BC
2708
Barrett & Company
Rhode Island
$53.8K
BAM
2709
Byrne Asset Management
New Jersey
$53.5K
KG
2710
Kilter Group
New York
$53K
DWM
2711
Dogwood Wealth Management
Kansas
$51.8K
LGWM
2712
Litman Gregory Wealth Management
California
$51.7K
SJIM
2713
St. Johns Investment Management
Florida
$51.5K
CFG
2714
Clayton Financial Group
Missouri
$51.5K
FA
2715
Fountainhead AM
New Jersey
$51.5K
YAL
2716
Your Advocates Ltd
Texas
$51.3K
BTD
2717
BankPlus Trust Department
Mississippi
$51.2K
LAS
2718
Lloyd Advisory Services
Georgia
$50.9K
QWM
2719
Quaker Wealth Management
New Jersey
$50.1K
MSWA
2720
Marshall & Sterling Wealth Advisors
New York
$49.9K
VWM
2721
Valley Wealth Managers
New Jersey
$49.5K
LWMI
2722
Legacy Wealth Management (Idaho)
Idaho
$49.2K
TCM
2723
TD Capital Management
Tennessee
$49.2K
MCA
2724
McGuire Capital Advisors
Oklahoma
$48.9K
BCPWM
2725
Bradley & Co Private Wealth Management
Florida
$48.6K