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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
PBC
726
Pavion Blue Capital
California
$4.59M
BCM
727
Brookstone Capital Management
Illinois
$4.58M
SP
728
SWS Partners
Ohio
$4.56M
BS
729
Banco Santander
Spain
$4.55M
AWM
730
Angeles Wealth Management
California
$4.53M
HTC
731
Haverford Trust Company
Pennsylvania
$4.52M
SCM
732
SOL Capital Management
Maryland
$4.52M
SG
733
Somerset Group
Minnesota
$4.48M
FM
734
Family Management
New York
$4.48M
IWC
735
Integrated Wealth Concepts
Massachusetts
$4.47M
NL
736
NVWM LLC
Pennsylvania
$4.46M
LWP
737
LMG Wealth Partners
Louisiana
$4.44M
GIA
738
Gladstone Institutional Advisory
Florida
$4.41M
TPI
739
Trust Point Inc
Wisconsin
$4.41M
RFC
740
Regions Financial Corp
Alabama
$4.39M
FFN
741
Focus Financial Network
Minnesota
$4.38M
VFA
742
Voya Financial Advisors
Connecticut
$4.38M
AG
743
Ascent Group
Virginia
$4.37M
GS
744
GTS Securities
New York
$4.36M
MGIA
745
Moneta Group Investment Advisors
Missouri
$4.35M
LRWA
746
Long Run Wealth Advisors
New York
$4.33M
BCM
747
Brookmont Capital Management
Texas
$4.32M
FT
748
Fiduciary Trust
Massachusetts
$4.29M
CCMT
749
CMT Capital Markets Trading
Germany
$4.29M
UHC
750
Union Heritage Capital
Michigan
$4.28M