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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
AM
976
AGF Management
Ontario, Canada
$2.34M
GVAG
977
Great Valley Advisor Group
Delaware
$2.32M
EFG
978
Everhart Financial Group
Ohio
$2.32M
WIS
979
Wright Investors Service
Connecticut
$2.31M
CWM
980
Chemistry Wealth Management
New York
$2.31M
LWANC
981
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.3M
AWM
982
Aviso Wealth Management
Washington
$2.29M
GC
983
Gilbert & Cook
Iowa
$2.29M
HCM
984
Howard Capital Management
Georgia
$2.29M
FSA
985
Fort Sheridan Advisors
Illinois
$2.28M
FAMI
986
Fideuram Asset Management (Ireland)
$2.27M
FAT
987
First American Trust
California
$2.27M
DAS
988
Diversify Advisory Services
Utah
$2.27M
JWM
989
Jeppson Wealth Management
California
$2.26M
VFG
990
Victory Financial Group
Texas
$2.26M
IA
991
Insight Advisors
Pennsylvania
$2.26M
MIC
992
Meridian Investment Counsel
California
$2.25M
PFM
993
Potomac Fund Management
Florida
$2.25M
CWA
994
Crux Wealth Advisors
California
$2.25M
WG
995
Welch Group
Alabama
$2.24M
GFP
996
Gryphon Financial Partners
Ohio
$2.23M
PB
997
Pinnacle Bancorp
Nebraska
$2.22M
CC
998
Cadinha & Co
Hawaii
$2.22M
CWMK
999
Caliber Wealth Management (Kansas)
Kansas
$2.21M
WTB
1000
Washington Trust Bank
Washington
$2.2M