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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,854
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
MTIM
651
Marathon Trading Investment Management
Pennsylvania
$5.56M
CAM
652
Chou Associates Management
Ontario, Canada
$5.55M
FFM
653
Forum Financial Management
Illinois
$5.54M
CAG
654
Crestwood Advisors Group
Massachusetts
$5.53M
JIC
655
Joel Isaacson & Co
New York
$5.52M
CP
656
Clayton Partners
California
$5.51M
GWMR
657
GC Wealth Management RIA
Massachusetts
$5.48M
IA
658
IFP Advisors
Florida
$5.47M
Fayez Sarofim & Co
659
Fayez Sarofim & Co
Texas
$5.45M
MCM
660
Maltese Capital Management
New York
$5.45M
JF
661
Jump Financial
Illinois
$5.41M
VF
662
Vest Financial
Virginia
$5.4M
GP
663
Guardian Partners
Canada
$5.39M
PPW
664
Parcion Private Wealth
Washington
$5.38M
SPC
665
Sigma Planning Corp
Michigan
$5.37M
DWP
666
Daymark Wealth Partners
Ohio
$5.37M
Jacobs Levy Equity Management
667
Jacobs Levy Equity Management
New Jersey
$5.36M
RVM
668
Robinson Value Management
Texas
$5.35M
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$5.34M
VFA
670
Valeo Financial Advisors
Indiana
$5.34M
HZ
671
Hixon Zuercher
Ohio
$5.33M
BOS
672
Bank of Stockton
California
$5.32M
TCM
673
Twin Capital Management
Pennsylvania
$5.28M
HNB
674
Huntington National Bank
Ohio
$5.26M
LBC
675
Lowe Brockenbrough & Co
Virginia
$5.25M