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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 increasing their positions, 989 reducing their positions, and 110 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,866
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
$3.85B
Puts
$5.44B
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
SAM
976
Silvercrest Asset Management
New York
$2.36M
JSW
977
Journey Strategic Wealth
New Jersey
$2.34M
AM
978
AGF Management
Ontario, Canada
$2.34M
GVAG
979
Great Valley Advisor Group
Delaware
$2.32M
EFG
980
Everhart Financial Group
Ohio
$2.32M
WIS
981
Wright Investors Service
Connecticut
$2.31M
CWM
982
Chemistry Wealth Management
New York
$2.31M
LWANC
983
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.3M
AWM
984
Aviso Wealth Management
Washington
$2.29M
GC
985
Gilbert & Cook
Iowa
$2.29M
HCM
986
Howard Capital Management
Georgia
$2.29M
FSA
987
Fort Sheridan Advisors
Illinois
$2.28M
FAMI
988
Fideuram Asset Management (Ireland)
$2.27M
FAT
989
First American Trust
California
$2.27M
DAS
990
Diversify Advisory Services
Utah
$2.27M
JWM
991
Jeppson Wealth Management
California
$2.26M
VFG
992
Victory Financial Group
Texas
$2.26M
IA
993
Insight Advisors
Pennsylvania
$2.26M
MIC
994
Meridian Investment Counsel
California
$2.25M
PFM
995
Potomac Fund Management
Florida
$2.25M
CWA
996
Crux Wealth Advisors
California
$2.25M
WG
997
Welch Group
Alabama
$2.24M
GFP
998
Gryphon Financial Partners
Ohio
$2.23M
PB
999
Pinnacle Bancorp
Nebraska
$2.22M
CC
1000
Cadinha & Co
Hawaii
$2.22M