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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
BW
651
Balance Wealth
Ohio
$5.6M
PCTC
652
Perkins Coie Trust Company
Washington
$5.59M
MTIM
653
Marathon Trading Investment Management
Pennsylvania
$5.56M
CAM
654
Chou Associates Management
Ontario, Canada
$5.55M
FFM
655
Forum Financial Management
Illinois
$5.54M
CAG
656
Crestwood Advisors Group
Massachusetts
$5.53M
JIC
657
Joel Isaacson & Co
New York
$5.52M
CP
658
Clayton Partners
California
$5.51M
GWMR
659
GC Wealth Management RIA
Massachusetts
$5.48M
IA
660
IFP Advisors
Florida
$5.47M
Fayez Sarofim & Co
661
Fayez Sarofim & Co
Texas
$5.45M
MCM
662
Maltese Capital Management
New York
$5.45M
JF
663
Jump Financial
Illinois
$5.41M
VF
664
Vest Financial
Virginia
$5.4M
GP
665
Guardian Partners
Canada
$5.39M
PPW
666
Parcion Private Wealth
Washington
$5.38M
SPC
667
Sigma Planning Corp
Michigan
$5.37M
DWP
668
Daymark Wealth Partners
Ohio
$5.37M
Jacobs Levy Equity Management
669
Jacobs Levy Equity Management
New Jersey
$5.36M
RVM
670
Robinson Value Management
Texas
$5.35M
PGFC
671
Peapack-Gladstone Financial Corp
New Jersey
$5.34M
VFA
672
Valeo Financial Advisors
Indiana
$5.34M
HZ
673
Hixon Zuercher
Ohio
$5.33M
BOS
674
Bank of Stockton
California
$5.32M
TCM
675
Twin Capital Management
Pennsylvania
$5.28M