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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

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

Holders
2,854
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
AFG
751
Atomi Financial Group
New York
$4.22M
KCIC
752
Kuhn & Co Investment Counsel
Illinois
$4.19M
WF
753
Welch & Forbes
Massachusetts
$4.17M
PCIA
754
Prime Capital Investment Advisors
Kansas
$4.17M
SJL
755
Shayne & Jacobs LLC
Tennessee
$4.17M
SAM
756
Smartleaf Asset Management
Massachusetts
$4.16M
BP
757
Ballentine Partners
Massachusetts
$4.15M
TCM
758
Triumph Capital Management
Colorado
$4.14M
SWP
759
Sagespring Wealth Partners
Tennessee
$4.13M
SSWM
760
Smith Salley Wealth Management
North Carolina
$4.13M
WPC
761
White Pine Capital
Minnesota
$4.1M
GIC
762
Generali Investments CEE
Czech Republic
$4.1M
AF
763
Ally Financial
Michigan
$4.1M
MA
764
Montag & Associates
Georgia
$4.1M
TCPW
765
Twin City Private Wealth
North Carolina
$4.09M
OC
766
Oarsman Capital
Wisconsin
$4.07M
Nomura Holdings
767
Nomura Holdings
Japan
$4.07M
BCCM
768
Black Cypress Capital Management
Florida
$4.05M
QI
769
Qtron Investments
Massachusetts
$4.05M
KWM
770
Keebeck Wealth Management
Illinois
$4.03M
RCAG
771
Rehmann Capital Advisory Group
Michigan
$4.02M
RSWM
772
Robertson Stephens Wealth Management
California
$4.01M
FPWM
773
FSB Premier Wealth Management
Iowa
$4M
SCA
774
Stonebridge Capital Advisors
Minnesota
$4M
FI
775
Firetrail Investments
Australia
$3.97M