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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,834
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
SVWAG
851
Sound View Wealth Advisors Group
Georgia
$3.15M
NB
852
NBT Bank
New York
$3.15M
GM
853
GeoWealth Management
Illinois
$3.15M
NAAA
854
New Age Alpha Advisors
New York
$3.14M
Fisher Asset Management
855
Fisher Asset Management
Washington
$3.13M
Kayne Anderson Rudnick Investment Management
856
Kayne Anderson Rudnick Investment Management
California
$3.13M
SC
857
Syon Capital
California
$3.11M
BSI
858
Bennett Selby Investments
Maine
$3.09M
MWM
859
Massachusetts Wealth Management
Massachusetts
$3.08M
HFO
860
Heritage Family Offices
Arizona
$3.06M
LAM
861
Lummis Asset Management
Texas
$3.04M
AWA
862
Arete Wealth Advisors
Illinois
$3.03M
MAWCM
863
Mine & Arao Wealth Creation & Management
California
$3.02M
AG
864
Advocate Group
Minnesota
$3.02M
NCM
865
Northside Capital Management
Oregon
$3.01M
SCM
866
Shelton Capital Management
Colorado
$3M
TFS
867
Thoroughbred Financial Services
Tennessee
$2.99M
AA
868
AF Advisors
California
$2.99M
SWM
869
Shrier Wealth Management
California
$2.98M
CTC
870
Central Trust Company
Missouri
$2.98M
JSL
871
JT Stratford LLC
Georgia
$2.97M
HI
872
Harbour Investments
Wisconsin
$2.97M
AFW
873
Avantra Family Wealth
Pennsylvania
$2.96M
RWM
874
Revisor Wealth Management
Ohio
$2.95M
SLFPAM
875
St. Louis Financial Planners Asset Management
Missouri
$2.94M