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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
RCM
2926
Requisite Capital Management
Texas
HKIM
2927
Hayek Kallen Investment Management
Alabama
SFP
2928
SwitchPoint Financial Planning
Utah
LOAMU
2929
Lombard Odier Asset Management (USA)
New York
AIA
2930
Arbor Investment Advisors
North Carolina
HIIFS
2931
Harel Insurance Investments & Financial Services
Israel
CAS
2932
CTC Alternative Strategies
Illinois
PVI
2933
Pine Valley Investments
New Jersey
QT
2934
Quantbot Technologies
New York
CM
2935
Capula Management
Cayman Islands
BWCS
2936
Beirne Wealth Consulting Services
Connecticut
SWIG
2937
Strategic Wealth Investment Group
Kentucky
GCP
2938
GSA Capital Partners
United Kingdom
SFS
2939
Strategic Financial Services
New York
LI
2940
LifeWealth Investments
Florida
YWM
2941
Yukon Wealth Management
Kansas
AWA
2942
Acorn Wealth Advisors
Michigan
SC
2943
SummitTX Capital
Texas
RIM
2944
Redwood Investment Management
Arizona
JWM
2945
JPL Wealth Management
Colorado
GFG
2946
Goldstone Financial Group
Illinois
CCM
2947
Cinctive Capital Management
New York
HL
2948
HeadInvest LLC
Maine
CIR
2949
Clear Investment Research
Georgia
TGIA
2950
Torrey Growth & Income Advisors
California