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Wells Fargo

2,830 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,090 increasing their positions, 987 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,830 (+189)

1.65% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,830
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
$3.82B
Puts
$5.39B
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
RCA
2876
Roberts Capital Advisors
Colorado
ONGA
2877
O'Neil Global Advisors
California
IF
2878
Integrity Financial
Wyoming
FC
2879
FORA Capital
Florida
HI
2880
Humankind Investments
New York
BAS
2881
Brueske Advisory Services
Washington
ST
2882
Sageworth Trust
Pennsylvania
TC
2883
TwinBeech Capital
New York
RCM
2884
Requisite Capital Management
Texas
SFP
2885
SwitchPoint Financial Planning
Utah
LOAMU
2886
Lombard Odier Asset Management (USA)
New York
AIA
2887
Arbor Investment Advisors
North Carolina
HIIFS
2888
Harel Insurance Investments & Financial Services
Israel
CAS
2889
CTC Alternative Strategies
Illinois
PVI
2890
Pine Valley Investments
New Jersey
QT
2891
Quantbot Technologies
New York
CM
2892
Capula Management
Cayman Islands
BWCS
2893
Beirne Wealth Consulting Services
Connecticut
SWIG
2894
Strategic Wealth Investment Group
Kentucky
GCP
2895
GSA Capital Partners
United Kingdom
SFS
2896
Strategic Financial Services
New York
LI
2897
LifeWealth Investments
Florida
YWM
2898
Yukon Wealth Management
Kansas
AWA
2899
Acorn Wealth Advisors
Michigan
SC
2900
SummitTX Capital
Texas