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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
SWM
876
Shrier Wealth Management
California
$2.98M
CTC
877
Central Trust Company
Missouri
$2.98M
JSL
878
JT Stratford LLC
Georgia
$2.97M
HI
879
Harbour Investments
Wisconsin
$2.97M
AFW
880
Avantra Family Wealth
Pennsylvania
$2.96M
RWM
881
Revisor Wealth Management
Ohio
$2.95M
SLFPAM
882
St. Louis Financial Planners Asset Management
Missouri
$2.94M
NW
883
Naviter Wealth
Arkansas
$2.94M
AIC
884
Argus Investors Counsel
New York
$2.93M
DS
885
DRW Securities
Illinois
$2.92M
ACL
886
Applied Capital LLC
Florida
$2.91M
CHAM
887
Clear Harbor Asset Management
Connecticut
$2.9M
WGAM
888
Wilkinson Global Asset Management
New York
$2.9M
ICM
889
Islay Capital Management
Texas
$2.9M
ETC
890
Exchange Traded Concepts
Oklahoma
$2.89M
JIC
891
Johnson Investment Counsel
Ohio
$2.89M
PDL
892
Portfolio Design Labs
California
$2.88M
AAM
893
Auxier Asset Management
Oregon
$2.85M
WP
894
Westmount Partners
California
$2.85M
GIP
895
Granite Investment Partners
California
$2.85M
CIC
896
Carnegie Investment Counsel
Ohio
$2.85M
PP
897
Pacifica Partners
Canada
$2.84M
SSA
898
Shepherd Street Advisors
California
$2.83M
EWM
899
Empirical Wealth Management
Washington
$2.82M
CI
900
Cigna Investments
Connecticut
$2.82M