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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
PPC
2701
Park Place Capital
Alabama
$56.3K
NI
2702
NCP Inc
California
$56.1K
WCAMG
2703
Woodard & Company Asset Management Group
North Carolina
$54.8K
CIAS
2704
CBIZ Investment Advisory Services
Ohio
$54.6K
HC
2705
Hurley Capital
New York
$54.1K
BC
2706
Barrett & Company
Rhode Island
$53.8K
BAM
2707
Byrne Asset Management
New Jersey
$53.5K
KG
2708
Kilter Group
New York
$53K
DWM
2709
Dogwood Wealth Management
Kansas
$51.8K
LGWM
2710
Litman Gregory Wealth Management
California
$51.7K
SJIM
2711
St. Johns Investment Management
Florida
$51.5K
CFG
2712
Clayton Financial Group
Missouri
$51.5K
FA
2713
Fountainhead AM
New Jersey
$51.5K
YAL
2714
Your Advocates Ltd
Texas
$51.3K
BTD
2715
BankPlus Trust Department
Mississippi
$51.2K
LAS
2716
Lloyd Advisory Services
Georgia
$50.9K
QWM
2717
Quaker Wealth Management
New Jersey
$50.1K
MSWA
2718
Marshall & Sterling Wealth Advisors
New York
$49.9K
VWM
2719
Valley Wealth Managers
New Jersey
$49.5K
LWMI
2720
Legacy Wealth Management (Idaho)
Idaho
$49.2K
TCM
2721
TD Capital Management
Tennessee
$49.2K
MCA
2722
McGuire Capital Advisors
Oklahoma
$48.9K
BCPWM
2723
Bradley & Co Private Wealth Management
Florida
$48.6K
TWD
2724
True Wealth Design
Ohio
$47.8K
GA
2725
GoalVest Advisory
New York
$47.3K