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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
WF
751
Welch & Forbes
Massachusetts
$4.17M
PCIA
752
Prime Capital Investment Advisors
Kansas
$4.17M
SJL
753
Shayne & Jacobs LLC
Tennessee
$4.17M
SAM
754
Smartleaf Asset Management
Massachusetts
$4.16M
BP
755
Ballentine Partners
Massachusetts
$4.15M
TCM
756
Triumph Capital Management
Colorado
$4.14M
SWP
757
Sagespring Wealth Partners
Tennessee
$4.13M
SSWM
758
Smith Salley Wealth Management
North Carolina
$4.13M
WPC
759
White Pine Capital
Minnesota
$4.1M
GIC
760
Generali Investments CEE
Czech Republic
$4.1M
AF
761
Ally Financial
Michigan
$4.1M
MA
762
Montag & Associates
Georgia
$4.1M
TCPW
763
Twin City Private Wealth
North Carolina
$4.09M
OC
764
Oarsman Capital
Wisconsin
$4.07M
Nomura Holdings
765
Nomura Holdings
Japan
$4.07M
BCCM
766
Black Cypress Capital Management
Florida
$4.05M
QI
767
Qtron Investments
Massachusetts
$4.05M
KWM
768
Keebeck Wealth Management
Illinois
$4.03M
RSWM
769
Robertson Stephens Wealth Management
California
$4.01M
FPWM
770
FSB Premier Wealth Management
Iowa
$4M
SCA
771
Stonebridge Capital Advisors
Minnesota
$4M
FI
772
Firetrail Investments
Australia
$3.97M
PA
773
Parallel Advisors
California
$3.96M
CIC
774
Cornercap Investment Counsel
Georgia
$3.95M
Group One Trading
775
Group One Trading
Illinois
$3.94M