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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
CC
926
Courier Capital
New York
$2.68M
SAI
927
Savvy Advisors Inc
New York
$2.67M
NAS
928
NWF Advisory Services
California
$2.67M
SACTSONJ
929
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.66M
WBC
930
West Branch Capital
Massachusetts
$2.65M
NEWAS
931
N.E.W. Advisory Services
Wisconsin
$2.65M
MAM
932
Mystic Asset Management
Rhode Island
$2.64M
LAM
933
LOM Asset Management
$2.64M
DW30
934
Drucker Wealth 3.0
New Jersey
$2.64M
PPWP
935
Premier Path Wealth Partners
New Jersey
$2.63M
ZIC
936
ZWJ Investment Counsel
Georgia
$2.63M
CAM
937
Carret Asset Management
New York
$2.63M
CPBTD
938
Central Pacific Bank - Trust Division
Hawaii
$2.63M
MPWT
939
MassMutual Private Wealth & Trust
Connecticut
$2.62M
CSP
940
Cary Street Partners
Virginia
$2.62M
BAAM
941
Baker Avenue Asset Management
California
$2.61M
SS
942
Sunbelt Securities
Texas
$2.61M
SCM
943
Stevens Capital Management
Pennsylvania
$2.6M
WKWM
944
Walter & Keenan Wealth Management
Indiana
$2.59M
RIL
945
Rothschild Investment LLC
Illinois
$2.59M
PWAM
946
Private Wealth Asset Management
Iowa
$2.58M
FIA
947
Foundations Investment Advisors
Arizona
$2.58M
IWM
948
Iams Wealth Management
Nebraska
$2.57M
PBK
949
Peoples Bank (Kansas)
Kansas
$2.56M
BWM
950
Bluebird Wealth Management
Massachusetts
$2.56M