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Wells Fargo

2,833 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, 1,094 increasing their positions, 986 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: 2,6412,833 (+192)

1.66% 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
2,833
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
SBFM
451
S-Bank Fund Management
Finland
$13.2M
HWM
452
HB Wealth Management
Georgia
$13.2M
GH
453
GAM Holding
Switzerland
$13.1M
GT
454
Glenmede Trust
Pennsylvania
$13.1M
FNBT
455
FineMark National Bank & Trust
Florida
$13.1M
PCM
456
Poehling Capital Management
Wisconsin
$12.9M
FFA
457
Farther Finance Advisors
California
$12.9M
RRAM
458
River Road Asset Management
Kentucky
$12.9M
ELC
459
Edgar Lomax Company
Virginia
$12.8M
VW
460
Veridan Wealth
Oregon
$12.8M
DWT
461
Dorsey & Whitney Trust
South Dakota
$12.7M
TW
462
Trajan Wealth
Arizona
$12.7M
TI
463
Tidal Investments
Wisconsin
$12.6M
LPT
464
Legacy Private Trust
Wisconsin
$12.6M
VA
465
Vident Advisory
Georgia
$12.6M
KPWS
466
Kestra Private Wealth Services
Texas
$12.5M
HI
467
Horizon Investments
North Carolina
$12.4M
Envestnet Portfolio Solutions
468
Envestnet Portfolio Solutions
Illinois
$12.4M
NEAM
469
New England Asset Management
Connecticut
$12.2M
CRC
470
Curi RMB Capital
Illinois
$12.2M
MHIC
471
Marble Harbor Investment Counsel
Massachusetts
$12.1M
Vontobel Holding
472
Vontobel Holding
Switzerland
$12M
DILIC
473
Dai-ichi Life Insurance Company
Japan
$11.9M
LOAMS
474
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.9M
TAM
475
Tocqueville Asset Management
New York
$11.9M