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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
SPG
626
Strategic Planning Group
Utah
$6.23M
CA
627
Continental Advisors
Utah
$6.16M
REST
628
Retail Employees Superannuation Trust
$6.15M
VCA
629
Verdence Capital Advisors
Maryland
$6.11M
SAM
630
Synergy Asset Management
Washington
$6.1M
LFM
631
LGT Fund Management
Liechtenstein
$6.06M
VI
632
Vestcor Inc
New Brunswick, Canada
$5.99M
BFS
633
Bradley Foster & Sargent
Connecticut
$5.98M
TE
634
Tema ETFs
New York
$5.9M
GI
635
GAMMA Investing
California
$5.88M
FTWA
636
Fifth Third Wealth Advisors
Ohio
$5.87M
BIG
637
Brooklyn Investment Group
New York
$5.85M
FNA
638
First National Advisers
Nebraska
$5.85M
TSWM
639
Triangle Securities Wealth Management
North Carolina
$5.83M
TC
640
TownSquare Capital
Utah
$5.81M
OFS
641
Oldfather Financial Services
Nebraska
$5.8M
OC
642
Oppenheimer & Co
New York
$5.78M
OBAM
643
ODDO BHF Asset Management
France
$5.73M
BP
644
BWM Planning
Texas
$5.72M
CFB
645
Cullen/Frost Bankers
Texas
$5.7M
CDDEC
646
Caisse Des Depots Et Consignations
France
$5.7M
AAM
647
Advisors Asset Management
Colorado
$5.67M
AAB
648
ABN AMRO Bank
Netherlands
$5.67M
HIM
649
Hillsdale Investment Management
Ontario, Canada
$5.64M
ECM
650
Evergreen Capital Management
Washington
$5.63M