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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
WANY
701
Wealthspire Advisors (New York)
New York
$4.94M
GLR
702
Great Lakes Retirement
Ohio
$4.92M
AWM
703
Avior Wealth Management
Nebraska
$4.89M
WC
704
Wynn Capital
Georgia
$4.88M
PAM
705
Paradigm Asset Management
New York
$4.88M
A
706
AlphaQuest
New York
$4.86M
CIA
707
Cohen Investment Advisors
New Hampshire
$4.85M
AWA
708
Arkadios Wealth Advisors
Georgia
$4.81M
QCIG
709
Quad-Cities Investment Group
Iowa
$4.81M
GCGDR
710
Genoa Capital Gestora de Recursos
$4.8M
SIM
711
Stratos Investment Management
Ohio
$4.78M
AFS
712
Aft Forsyth & Sober
Florida
$4.77M
CG
713
Cynosure Group
Utah
$4.77M
SCM
714
Schnieders Capital Management
California
$4.77M
JFG
715
Jefferies Financial Group
New York
$4.72M
FPAS
716
Focus Partners Advisor Solutions
Missouri
$4.72M
3IP
717
3Chopt Investment Partners
Virginia
$4.71M
UBP
718
Union Bancaire Privee
Switzerland
$4.7M
NG
719
Norden Group
Utah
$4.69M
CIP
720
Convergence Investment Partners
Florida
$4.68M
TG
721
TCW Group
California
$4.67M
AC
722
Arrow Capital
Australia
$4.66M
MC
723
Moors & Cabot
Massachusetts
$4.66M
TAMH
724
Taikang Asset Management (HK)
Hong Kong
$4.65M
CA
725
Cullinan Associates
Kentucky
$4.63M