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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
CAM
851
Cidel Asset Management
Ontario, Canada
$3.17M
PA
852
Profund Advisors
Maryland
$3.17M
CPIG
853
Chicago Partners Investment Group
Illinois
$3.17M
TWM
854
Tradition Wealth Management
Minnesota
$3.16M
SVWAG
855
Sound View Wealth Advisors Group
Georgia
$3.15M
NB
856
NBT Bank
New York
$3.15M
GM
857
GeoWealth Management
Illinois
$3.15M
NAAA
858
New Age Alpha Advisors
New York
$3.14M
Fisher Asset Management
859
Fisher Asset Management
Washington
$3.13M
Kayne Anderson Rudnick Investment Management
860
Kayne Anderson Rudnick Investment Management
California
$3.13M
SC
861
Syon Capital
California
$3.11M
BSI
862
Bennett Selby Investments
Maine
$3.09M
MWM
863
Massachusetts Wealth Management
Massachusetts
$3.08M
HFO
864
Heritage Family Offices
Arizona
$3.06M
LAM
865
Lummis Asset Management
Texas
$3.04M
AWA
866
Arete Wealth Advisors
Illinois
$3.03M
MAWCM
867
Mine & Arao Wealth Creation & Management
California
$3.02M
AG
868
Advocate Group
Minnesota
$3.02M
NCM
869
Northside Capital Management
Oregon
$3.01M
SCM
870
Shelton Capital Management
Colorado
$3M
TFS
871
Thoroughbred Financial Services
Tennessee
$2.99M
AA
872
AF Advisors
California
$2.99M
SWM
873
Shrier Wealth Management
California
$2.98M
CTC
874
Central Trust Company
Missouri
$2.98M
JSL
875
JT Stratford LLC
Georgia
$2.97M