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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
MSR
1076
Main Street Research
Connecticut
$1.85M
LCOV
1077
London Company of Virginia
Virginia
$1.84M
FDS
1078
First Dallas Securities
Texas
$1.84M
SM
1079
Sweeney & Michel
California
$1.84M
BCG
1080
Breakwater Capital Group
New Jersey
$1.83M
MWM
1081
Modera Wealth Management
New Jersey
$1.83M
EWA
1082
Exencial Wealth Advisors
Oklahoma
$1.83M
AHL
1083
Abel Hall LLC
Louisiana
$1.83M
RWFS
1084
Rayburn West Financial Services
Tennessee
$1.82M
BBA
1085
BLB&B Advisors
Pennsylvania
$1.82M
KP
1086
Keel Point
Alabama
$1.82M
CCG
1087
Ceeto Capital Group
Florida
$1.82M
SRC
1088
Sage Rhino Capital
California
$1.81M
IAS
1089
Insigneo Advisory Services
Florida
$1.81M
CI
1090
CX Institutional
Indiana
$1.81M
HFM
1091
Hartford Funds Management
Pennsylvania
$1.81M
SCM
1092
SCS Capital Management
Massachusetts
$1.8M
RA
1093
Ransom Advisory
Rhode Island
$1.8M
IA
1094
Integrity Alliance
Iowa
$1.79M
TCP
1095
TMB Capital Partners
Arkansas
$1.79M
LCM
1096
Lazari Capital Management
California
$1.78M
Financial Engines Advisors
1097
Financial Engines Advisors
California
$1.77M
IIC
1098
Integrated Investment Consultants
Michigan
$1.76M
BAM
1099
Belpointe Asset Management
Nevada
$1.75M
MEAC
1100
M.E. Allison & Co
Texas
$1.75M