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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
LCM
1076
Leisure Capital Management
California
$1.86M
AWP
1077
Accretive Wealth Partners
New Jersey
$1.86M
MSR
1078
Main Street Research
Connecticut
$1.85M
LCOV
1079
London Company of Virginia
Virginia
$1.84M
FDS
1080
First Dallas Securities
Texas
$1.84M
SM
1081
Sweeney & Michel
California
$1.84M
BCG
1082
Breakwater Capital Group
New Jersey
$1.83M
MWM
1083
Modera Wealth Management
New Jersey
$1.83M
EWA
1084
Exencial Wealth Advisors
Oklahoma
$1.83M
AHL
1085
Abel Hall LLC
Louisiana
$1.83M
RWFS
1086
Rayburn West Financial Services
Tennessee
$1.82M
BBA
1087
BLB&B Advisors
Pennsylvania
$1.82M
KP
1088
Keel Point
Alabama
$1.82M
CCG
1089
Ceeto Capital Group
Florida
$1.82M
SRC
1090
Sage Rhino Capital
California
$1.81M
IAS
1091
Insigneo Advisory Services
Florida
$1.81M
CI
1092
CX Institutional
Indiana
$1.81M
HFM
1093
Hartford Funds Management
Pennsylvania
$1.81M
AA
1094
Armis Advisers
Georgia
$1.8M
SCM
1095
SCS Capital Management
Massachusetts
$1.8M
RA
1096
Ransom Advisory
Rhode Island
$1.8M
IA
1097
Integrity Alliance
Iowa
$1.79M
TCP
1098
TMB Capital Partners
Arkansas
$1.79M
LCM
1099
Lazari Capital Management
California
$1.78M
Financial Engines Advisors
1100
Financial Engines Advisors
California
$1.77M