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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

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

Holders
2,834
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
AWM
726
Angeles Wealth Management
California
$4.53M
HTC
727
Haverford Trust Company
Pennsylvania
$4.52M
SCM
728
SOL Capital Management
Maryland
$4.52M
SG
729
Somerset Group
Minnesota
$4.48M
FM
730
Family Management
New York
$4.48M
IWC
731
Integrated Wealth Concepts
Massachusetts
$4.47M
NL
732
NVWM LLC
Pennsylvania
$4.46M
LWP
733
LMG Wealth Partners
Louisiana
$4.44M
GIA
734
Gladstone Institutional Advisory
Florida
$4.41M
TPI
735
Trust Point Inc
Wisconsin
$4.41M
RFC
736
Regions Financial Corp
Alabama
$4.39M
FFN
737
Focus Financial Network
Minnesota
$4.38M
VFA
738
Voya Financial Advisors
Connecticut
$4.38M
AG
739
Ascent Group
Virginia
$4.37M
GS
740
GTS Securities
New York
$4.36M
MGIA
741
Moneta Group Investment Advisors
Missouri
$4.35M
LRWA
742
Long Run Wealth Advisors
New York
$4.33M
BCM
743
Brookmont Capital Management
Texas
$4.32M
FT
744
Fiduciary Trust
Massachusetts
$4.29M
CCMT
745
CMT Capital Markets Trading
Germany
$4.29M
UHC
746
Union Heritage Capital
Michigan
$4.28M
BEI
747
Benjamin Edwards Inc
Missouri
$4.27M
TCA
748
Transcend Capital Advisors
New Jersey
$4.23M
AFG
749
Atomi Financial Group
New York
$4.22M
KCIC
750
Kuhn & Co Investment Counsel
Illinois
$4.19M