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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,872
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
SCI
851
Stableford Capital II
Arizona
$3.21M
GIA
852
GHP Investment Advisors
Colorado
$3.2M
IIM
853
Intact Investment Management
Quebec, Canada
$3.18M
CAM
854
Cidel Asset Management
Ontario, Canada
$3.17M
PA
855
Profund Advisors
Maryland
$3.17M
CPIG
856
Chicago Partners Investment Group
Illinois
$3.17M
TWM
857
Tradition Wealth Management
Minnesota
$3.16M
SVWAG
858
Sound View Wealth Advisors Group
Georgia
$3.15M
NB
859
NBT Bank
New York
$3.15M
GM
860
GeoWealth Management
Illinois
$3.15M
NAAA
861
New Age Alpha Advisors
New York
$3.14M
Fisher Asset Management
862
Fisher Asset Management
Washington
$3.13M
Kayne Anderson Rudnick Investment Management
863
Kayne Anderson Rudnick Investment Management
California
$3.13M
SC
864
Syon Capital
California
$3.11M
BSI
865
Bennett Selby Investments
Maine
$3.09M
MWM
866
Massachusetts Wealth Management
Massachusetts
$3.08M
HFO
867
Heritage Family Offices
Arizona
$3.06M
LAM
868
Lummis Asset Management
Texas
$3.04M
AWA
869
Arete Wealth Advisors
Illinois
$3.03M
MAWCM
870
Mine & Arao Wealth Creation & Management
California
$3.02M
AG
871
Advocate Group
Minnesota
$3.02M
NCM
872
Northside Capital Management
Oregon
$3.01M
SCM
873
Shelton Capital Management
Colorado
$3M
TFS
874
Thoroughbred Financial Services
Tennessee
$2.99M
AA
875
AF Advisors
California
$2.99M