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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 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: 2,6422,854 (+212)

1.99% 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
2,854
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
HI
876
Harbour Investments
Wisconsin
$2.97M
AFW
877
Avantra Family Wealth
Pennsylvania
$2.96M
RWM
878
Revisor Wealth Management
Ohio
$2.95M
SLFPAM
879
St. Louis Financial Planners Asset Management
Missouri
$2.94M
NW
880
Naviter Wealth
Arkansas
$2.94M
AIC
881
Argus Investors Counsel
New York
$2.93M
DS
882
DRW Securities
Illinois
$2.92M
ACL
883
Applied Capital LLC
Florida
$2.91M
CHAM
884
Clear Harbor Asset Management
Connecticut
$2.9M
WGAM
885
Wilkinson Global Asset Management
New York
$2.9M
ICM
886
Islay Capital Management
Texas
$2.9M
ETC
887
Exchange Traded Concepts
Oklahoma
$2.89M
JIC
888
Johnson Investment Counsel
Ohio
$2.89M
PDL
889
Portfolio Design Labs
California
$2.88M
AAM
890
Auxier Asset Management
Oregon
$2.85M
WP
891
Westmount Partners
California
$2.85M
GIP
892
Granite Investment Partners
California
$2.85M
CIC
893
Carnegie Investment Counsel
Ohio
$2.85M
PP
894
Pacifica Partners
Canada
$2.84M
SSA
895
Shepherd Street Advisors
California
$2.83M
EWM
896
Empirical Wealth Management
Washington
$2.82M
CI
897
Cigna Investments
Connecticut
$2.82M
RWP
898
RWA Wealth Partners
Massachusetts
$2.82M
DWM
899
Diversify Wealth Management
Utah
$2.81M
CI Investments Inc
900
CI Investments Inc
Ontario, Canada
$2.81M