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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
CCA
726
Checchi Capital Advisers
California
$4.63M
PBC
727
Pavion Blue Capital
California
$4.59M
BCM
728
Brookstone Capital Management
Illinois
$4.58M
SP
729
SWS Partners
Ohio
$4.56M
BS
730
Banco Santander
Spain
$4.55M
AWM
731
Angeles Wealth Management
California
$4.53M
HTC
732
Haverford Trust Company
Pennsylvania
$4.52M
SCM
733
SOL Capital Management
Maryland
$4.52M
SG
734
Somerset Group
Minnesota
$4.48M
FM
735
Family Management
New York
$4.48M
IWC
736
Integrated Wealth Concepts
Massachusetts
$4.47M
NL
737
NVWM LLC
Pennsylvania
$4.46M
LWP
738
LMG Wealth Partners
Louisiana
$4.44M
GIA
739
Gladstone Institutional Advisory
Florida
$4.41M
TPI
740
Trust Point Inc
Wisconsin
$4.41M
RFC
741
Regions Financial Corp
Alabama
$4.39M
FFN
742
Focus Financial Network
Minnesota
$4.38M
VFA
743
Voya Financial Advisors
Connecticut
$4.38M
AG
744
Ascent Group
Virginia
$4.37M
GS
745
GTS Securities
New York
$4.36M
MGIA
746
Moneta Group Investment Advisors
Missouri
$4.35M
LRWA
747
Long Run Wealth Advisors
New York
$4.33M
BCM
748
Brookmont Capital Management
Texas
$4.32M
FT
749
Fiduciary Trust
Massachusetts
$4.29M
CCMT
750
CMT Capital Markets Trading
Germany
$4.29M