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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
NEWAS
926
N.E.W. Advisory Services
Wisconsin
$2.65M
MAM
927
Mystic Asset Management
Rhode Island
$2.64M
LAM
928
LOM Asset Management
$2.64M
DW30
929
Drucker Wealth 3.0
New Jersey
$2.64M
PPWP
930
Premier Path Wealth Partners
New Jersey
$2.63M
ZIC
931
ZWJ Investment Counsel
Georgia
$2.63M
CAM
932
Carret Asset Management
New York
$2.63M
CPBTD
933
Central Pacific Bank - Trust Division
Hawaii
$2.63M
MPWT
934
MassMutual Private Wealth & Trust
Connecticut
$2.62M
CSP
935
Cary Street Partners
Virginia
$2.62M
BAAM
936
Baker Avenue Asset Management
California
$2.61M
SS
937
Sunbelt Securities
Texas
$2.61M
SCM
938
Stevens Capital Management
Pennsylvania
$2.6M
WKWM
939
Walter & Keenan Wealth Management
Indiana
$2.59M
RIL
940
Rothschild Investment LLC
Illinois
$2.59M
PWAM
941
Private Wealth Asset Management
Iowa
$2.58M
FIA
942
Foundations Investment Advisors
Arizona
$2.58M
IWM
943
Iams Wealth Management
Nebraska
$2.57M
PBK
944
Peoples Bank (Kansas)
Kansas
$2.56M
BWM
945
Bluebird Wealth Management
Massachusetts
$2.56M
WTC
946
WhitTier Trust Company
Nevada
$2.55M
TFA
947
Trinity Financial Advisors
Ohio
$2.54M
MG
948
Mather Group
Illinois
$2.53M
HDA
949
Harold Davidson & Associates
California
$2.52M
MYAM
950
Meiji Yasuda Asset Management
Japan
$2.51M