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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
BEI
751
Benjamin Edwards Inc
Missouri
$4.27M
TCA
752
Transcend Capital Advisors
New Jersey
$4.23M
AFG
753
Atomi Financial Group
New York
$4.22M
KCIC
754
Kuhn & Co Investment Counsel
Illinois
$4.19M
WF
755
Welch & Forbes
Massachusetts
$4.17M
PCIA
756
Prime Capital Investment Advisors
Kansas
$4.17M
SJL
757
Shayne & Jacobs LLC
Tennessee
$4.17M
SAM
758
Smartleaf Asset Management
Massachusetts
$4.16M
BP
759
Ballentine Partners
Massachusetts
$4.15M
TCM
760
Triumph Capital Management
Colorado
$4.14M
SWP
761
Sagespring Wealth Partners
Tennessee
$4.13M
SSWM
762
Smith Salley Wealth Management
North Carolina
$4.13M
WPC
763
White Pine Capital
Minnesota
$4.1M
GIC
764
Generali Investments CEE
Czech Republic
$4.1M
AF
765
Ally Financial
Michigan
$4.1M
MA
766
Montag & Associates
Georgia
$4.1M
TCPW
767
Twin City Private Wealth
North Carolina
$4.09M
OC
768
Oarsman Capital
Wisconsin
$4.07M
Nomura Holdings
769
Nomura Holdings
Japan
$4.07M
BCCM
770
Black Cypress Capital Management
Florida
$4.05M
QI
771
Qtron Investments
Massachusetts
$4.05M
KWM
772
Keebeck Wealth Management
Illinois
$4.03M
RCAG
773
Rehmann Capital Advisory Group
Michigan
$4.02M
RSWM
774
Robertson Stephens Wealth Management
California
$4.01M
FPWM
775
FSB Premier Wealth Management
Iowa
$4M