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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
GT
601
Greenleaf Trust
Michigan
$6.84M
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$6.82M
WCM
603
Weik Capital Management
Pennsylvania
$6.8M
DWA
604
Dorsey Wright & Associates
California
$6.79M
CAMG
605
CWA Asset Management Group
Florida
$6.71M
Walleye Trading
606
Walleye Trading
New York
$6.71M
FNFDCM
607
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.68M
RIM
608
Reliant Investment Management
Tennessee
$6.65M
Luther King Capital Management (LKCM)
609
Luther King Capital Management (LKCM)
Texas
$6.64M
MAS
610
Meeder Advisory Services
Ohio
$6.62M
FCP
611
Fidelis Capital Partners
Florida
$6.62M
RHIG
612
R.H. Investment Group
Arizona
$6.54M
SGA
613
Strategic Global Advisors
California
$6.53M
BG
614
Bahl & Gaynor
Ohio
$6.49M
GAM
615
Generali Asset Management
Italy
$6.46M
HWM
616
HighMark Wealth Management
Minnesota
$6.39M
BBWA
617
Bell & Brown Wealth Advisors
California
$6.36M
IWA
618
IBEX Wealth Advisors
New Jersey
$6.36M
S
619
SignatureFD
Georgia
$6.33M
AIP
620
Ameritas Investment Partners
Nebraska
$6.32M
WC
621
Waterloo Capital
Texas
$6.29M
ESBC
622
E.S. Barr & Co
Kentucky
$6.29M
EI
623
Ethic Inc
New York
$6.29M
Kovitz Investment Group Partners
624
Kovitz Investment Group Partners
Illinois
$6.28M
OCM
625
Olstein Capital Management
New York
$6.24M