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Wells Fargo

2,853 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 378 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: 2,6422,853 (+211)

1.98% 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
2,853
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
VAS
801
Vestmark Advisory Solutions
Massachusetts
$3.71M
I
802
InvesTrust
Oklahoma
$3.7M
ABTD
803
Arvest Bank Trust Division
Oklahoma
$3.68M
TAM
804
Trust Asset Management
Texas
$3.68M
LAM
805
L2 Asset Management
Massachusetts
$3.64M
DWM
806
Dynasty Wealth Management
Florida
$3.61M
AC
807
Apella Capital
Connecticut
$3.59M
GC
808
Grimes & Company
Massachusetts
$3.59M
JAM
809
Jupiter Asset Management
United Kingdom
$3.59M
EWM
810
Evercore Wealth Management
New York
$3.59M
CCP
811
Cunning Capital Partners
North Carolina
$3.58M
SLI
812
Sumitomo Life Insurance
Japan
$3.58M
UAS
813
United Asset Strategies
New York
$3.58M
CAAS
814
Capital Asset Advisory Services
Michigan
$3.54M
CICI
815
Capital Investment Counsel Inc
North Carolina
$3.54M
FSA
816
Franklin Street Advisors
North Carolina
$3.52M
GW
817
Griffith & Werner
Georgia
$3.52M
GCM
818
Glaxis Capital Management
Florida
$3.51M
AGC
819
Aspen Grove Capital
Colorado
$3.5M
CPC
820
Congress Park Capital
New York
$3.5M
YC
821
Yarbrough Capital
Tennessee
$3.49M
HIP
822
Harrell Investment Partners
Texas
$3.49M
AMM
823
American Money Management
California
$3.47M
FRA
824
Frank Rimerman Advisors
California
$3.46M
MGWM
825
Marks Group Wealth Management
Minnesota
$3.46M