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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
ECM
651
Evergreen Capital Management
Washington
$5.63M
BW
652
Balance Wealth
Ohio
$5.6M
PCTC
653
Perkins Coie Trust Company
Washington
$5.59M
MTIM
654
Marathon Trading Investment Management
Pennsylvania
$5.56M
CAM
655
Chou Associates Management
Ontario, Canada
$5.55M
FFM
656
Forum Financial Management
Illinois
$5.54M
CAG
657
Crestwood Advisors Group
Massachusetts
$5.53M
JIC
658
Joel Isaacson & Co
New York
$5.52M
CP
659
Clayton Partners
California
$5.51M
GWMR
660
GC Wealth Management RIA
Massachusetts
$5.48M
IA
661
IFP Advisors
Florida
$5.47M
Fayez Sarofim & Co
662
Fayez Sarofim & Co
Texas
$5.45M
MCM
663
Maltese Capital Management
New York
$5.45M
JF
664
Jump Financial
Illinois
$5.41M
VF
665
Vest Financial
Virginia
$5.4M
GP
666
Guardian Partners
Canada
$5.39M
PPW
667
Parcion Private Wealth
Washington
$5.38M
SPC
668
Sigma Planning Corp
Michigan
$5.37M
DWP
669
Daymark Wealth Partners
Ohio
$5.37M
Jacobs Levy Equity Management
670
Jacobs Levy Equity Management
New Jersey
$5.36M
RVM
671
Robinson Value Management
Texas
$5.35M
PGFC
672
Peapack-Gladstone Financial Corp
New Jersey
$5.34M
VFA
673
Valeo Financial Advisors
Indiana
$5.34M
HZ
674
Hixon Zuercher
Ohio
$5.33M
BOS
675
Bank of Stockton
California
$5.32M