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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
UHC
751
Union Heritage Capital
Michigan
$4.28M
BEI
752
Benjamin Edwards Inc
Missouri
$4.27M
TCA
753
Transcend Capital Advisors
New Jersey
$4.23M
AFG
754
Atomi Financial Group
New York
$4.22M
KCIC
755
Kuhn & Co Investment Counsel
Illinois
$4.19M
WF
756
Welch & Forbes
Massachusetts
$4.17M
PCIA
757
Prime Capital Investment Advisors
Kansas
$4.17M
SJL
758
Shayne & Jacobs LLC
Tennessee
$4.17M
SAM
759
Smartleaf Asset Management
Massachusetts
$4.16M
BP
760
Ballentine Partners
Massachusetts
$4.15M
TCM
761
Triumph Capital Management
Colorado
$4.14M
SWP
762
Sagespring Wealth Partners
Tennessee
$4.13M
SSWM
763
Smith Salley Wealth Management
North Carolina
$4.13M
WPC
764
White Pine Capital
Minnesota
$4.1M
GIC
765
Generali Investments CEE
Czech Republic
$4.1M
AF
766
Ally Financial
Michigan
$4.1M
MA
767
Montag & Associates
Georgia
$4.1M
TCPW
768
Twin City Private Wealth
North Carolina
$4.09M
OC
769
Oarsman Capital
Wisconsin
$4.07M
Nomura Holdings
770
Nomura Holdings
Japan
$4.07M
BCCM
771
Black Cypress Capital Management
Florida
$4.05M
QI
772
Qtron Investments
Massachusetts
$4.05M
KWM
773
Keebeck Wealth Management
Illinois
$4.03M
RCAG
774
Rehmann Capital Advisory Group
Michigan
$4.02M
RSWM
775
Robertson Stephens Wealth Management
California
$4.01M