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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
WBWA
1101
William B. Walkup & Associates
South Carolina
$1.75M
KFSC
1102
Keystone Financial Services (Colorado)
Colorado
$1.75M
JCM
1103
Jacobi Capital Management
Pennsylvania
$1.74M
TCWA
1104
Turtle Creek Wealth Advisors
Texas
$1.74M
GWM
1105
Gibbs Wealth Management
Georgia
$1.73M
STSL
1106
SG Trading Solutions, LLC
Utah
$1.73M
RPCONE
1107
Retirement Planning Company of New England
Rhode Island
$1.73M
FA
1108
Fiduciary Alliance
South Carolina
$1.72M
DWA
1109
Delap Wealth Advisory
Oregon
$1.72M
BP
1110
BNP Paribas
France
$1.71M
PWPS
1111
Pinnacle Wealth Planning Services
Ohio
$1.71M
GWM
1112
Gilpin Wealth Management
Colorado
$1.7M
PWA
1113
Providence Wealth Advisors
Illinois
$1.69M
CT
1114
Caldwell Trust
Florida
$1.69M
CT
1115
Chicago Trust
Illinois
$1.69M
GIM
1116
Generali Investments Management
Slovenia
$1.69M
NERM
1117
New England Research & Management
Illinois
$1.69M
SIA
1118
SeaBridge Investment Advisors
New Jersey
$1.69M
HT
1119
Heritage Trust
Oklahoma
$1.69M
VA
1120
VestGen Advisors
Illinois
$1.69M
TCOT
1121
Trust Company of Toledo
Ohio
$1.68M
AF
1122
Advisornet Financial
Minnesota
$1.68M
BOC
1123
Barbara Oil Co
Illinois
$1.68M
KA
1124
Kovack Advisors
Florida
$1.67M
VBFP
1125
Valtinson Bruner Financial Planning
Minnesota
$1.67M