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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,866
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
MWM
576
Mission Wealth Management
California
$7.9M
JWCA
577
J.W. Cole Advisors
Florida
$7.86M
HAI
578
Hennessy Advisors Inc
California
$7.83M
HCM
579
Hodges Capital Management
Texas
$7.81M
Squarepoint
580
Squarepoint
New York
$7.8M
TRCT
581
Tower Research Capital (TRC)
New York
$7.77M
CCIA
582
Campbell & Co Investment Adviser
Maryland
$7.75M
WJWM
583
Williams Jones Wealth Management
New York
$7.71M
SM
584
Salzhauer Michael
$7.69M
HAG
585
HighPoint Advisor Group
Illinois
$7.64M
KIG
586
Kessler Investment Group
Indiana
$7.63M
BFG
587
Beacon Financial Group
Texas
$7.6M
GCM
588
Gibraltar Capital Management
Oklahoma
$7.6M
WAS
589
Wesleyan Assurance Society
United Kingdom
$7.6M
MCM
590
Mill Capital Management
North Carolina
$7.6M
SIM
591
Sprucegrove Investment Management
Ontario, Canada
$7.53M
HFS
592
Hantz Financial Services
Michigan
$7.27M
AWM
593
Axxcess Wealth Management
California
$7.17M
AWM
594
Apollon Wealth Management
South Carolina
$7.13M
PIM
595
Plato Investment Management
Australia
$7.06M
WDC
596
Woodward Diversified Capital
California
$7.02M
OIA
597
OneDigital Investment Advisors
Kansas
$6.97M
MDCM
598
Morgan Dempsey Capital Management
Wisconsin
$6.94M
CCM
599
Coldstream Capital Management
Washington
$6.93M
TS
600
Triglav Skladi
Slovenia
$6.9M