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