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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
NW
876
Naviter Wealth
Arkansas
$2.94M
AIC
877
Argus Investors Counsel
New York
$2.93M
DS
878
DRW Securities
Illinois
$2.92M
ACL
879
Applied Capital LLC
Florida
$2.91M
CHAM
880
Clear Harbor Asset Management
Connecticut
$2.9M
WGAM
881
Wilkinson Global Asset Management
New York
$2.9M
ICM
882
Islay Capital Management
Texas
$2.9M
ETC
883
Exchange Traded Concepts
Oklahoma
$2.89M
JIC
884
Johnson Investment Counsel
Ohio
$2.89M
PDL
885
Portfolio Design Labs
California
$2.88M
AAM
886
Auxier Asset Management
Oregon
$2.85M
WP
887
Westmount Partners
California
$2.85M
GIP
888
Granite Investment Partners
California
$2.85M
CIC
889
Carnegie Investment Counsel
Ohio
$2.85M
PP
890
Pacifica Partners
Canada
$2.84M
SSA
891
Shepherd Street Advisors
California
$2.83M
EWM
892
Empirical Wealth Management
Washington
$2.82M
CI
893
Cigna Investments
Connecticut
$2.82M
RWP
894
RWA Wealth Partners
Massachusetts
$2.82M
DWM
895
Diversify Wealth Management
Utah
$2.81M
CI Investments Inc
896
CI Investments Inc
Ontario, Canada
$2.81M
LFAS
897
Level Four Advisory Services
Texas
$2.81M
CC
898
Chicago Capital
Illinois
$2.81M
MA
899
Mutual Advisors
Nebraska
$2.81M
AWA
900
Acumen Wealth Advisors
Tennessee
$2.79M