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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
WTC
951
WhitTier Trust Company
Nevada
$2.55M
TFA
952
Trinity Financial Advisors
Ohio
$2.54M
MG
953
Mather Group
Illinois
$2.53M
HDA
954
Harold Davidson & Associates
California
$2.52M
MYAM
955
Meiji Yasuda Asset Management
Japan
$2.51M
RWM
956
Riverchase Wealth Management
Texas
$2.5M
EWA
957
EverSource Wealth Advisors
Alabama
$2.5M
PBT
958
Pictet Bank & Trust
Bahamas
$2.49M
MAMA
959
Myriad Asset Management Advisors
Florida
$2.49M
PAM
960
Peak Asset Management
Colorado
$2.49M
PGAM
961
Princeton Global Asset Management
New Jersey
$2.45M
KWA
962
Kingswood Wealth Advisors
California
$2.45M
EHC
963
Everett Harris & Co
California
$2.44M
LI
964
LRI Investments
Florida
$2.43M
APW
965
Aventura Private Wealth
Florida
$2.42M
CTC (Chicago Trading Company)
966
CTC (Chicago Trading Company)
Illinois
$2.42M
COI
967
Connable Office Inc
Michigan
$2.42M
OWA
968
One Wealth Advisors
California
$2.41M
FWA
969
FOCUS Wealth Advisors
Texas
$2.4M
YIA
970
YHB Investment Advisors
Connecticut
$2.4M
MIM
971
Morningstar Investment Management
Illinois
$2.39M
CA
972
CWC Advisors
Oregon
$2.37M
RMC
973
Resources Management Corp
Connecticut
$2.36M
SAM
974
Silvercrest Asset Management
New York
$2.36M
JSW
975
Journey Strategic Wealth
New Jersey
$2.34M