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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
GIA
851
GHP Investment Advisors
Colorado
$3.2M
IIM
852
Intact Investment Management
Quebec, Canada
$3.18M
CAM
853
Cidel Asset Management
Ontario, Canada
$3.17M
PA
854
Profund Advisors
Maryland
$3.17M
CPIG
855
Chicago Partners Investment Group
Illinois
$3.17M
TWM
856
Tradition Wealth Management
Minnesota
$3.16M
SVWAG
857
Sound View Wealth Advisors Group
Georgia
$3.15M
NB
858
NBT Bank
New York
$3.15M
GM
859
GeoWealth Management
Illinois
$3.15M
NAAA
860
New Age Alpha Advisors
New York
$3.14M
Fisher Asset Management
861
Fisher Asset Management
Washington
$3.13M
Kayne Anderson Rudnick Investment Management
862
Kayne Anderson Rudnick Investment Management
California
$3.13M
SC
863
Syon Capital
California
$3.11M
BSI
864
Bennett Selby Investments
Maine
$3.09M
MWM
865
Massachusetts Wealth Management
Massachusetts
$3.08M
HFO
866
Heritage Family Offices
Arizona
$3.06M
LAM
867
Lummis Asset Management
Texas
$3.04M
AWA
868
Arete Wealth Advisors
Illinois
$3.03M
MAWCM
869
Mine & Arao Wealth Creation & Management
California
$3.02M
AG
870
Advocate Group
Minnesota
$3.02M
NCM
871
Northside Capital Management
Oregon
$3.01M
SCM
872
Shelton Capital Management
Colorado
$3M
TFS
873
Thoroughbred Financial Services
Tennessee
$2.99M
AA
874
AF Advisors
California
$2.99M
SWM
875
Shrier Wealth Management
California
$2.98M