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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

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

Holders
2,872
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
1101
Lazari Capital Management
California
$1.78M
Financial Engines Advisors
1102
Financial Engines Advisors
California
$1.77M
IIC
1103
Integrated Investment Consultants
Michigan
$1.76M
BAM
1104
Belpointe Asset Management
Nevada
$1.75M
MEAC
1105
M.E. Allison & Co
Texas
$1.75M
WBWA
1106
William B. Walkup & Associates
South Carolina
$1.75M
KFSC
1107
Keystone Financial Services (Colorado)
Colorado
$1.75M
JCM
1108
Jacobi Capital Management
Pennsylvania
$1.74M
TCWA
1109
Turtle Creek Wealth Advisors
Texas
$1.74M
GWM
1110
Gibbs Wealth Management
Georgia
$1.73M
STS
1111
SG Trading Solutions
Utah
$1.73M
RPCONE
1112
Retirement Planning Company of New England
Rhode Island
$1.73M
FA
1113
Fiduciary Alliance
South Carolina
$1.72M
DWA
1114
Delap Wealth Advisory
Oregon
$1.72M
BP
1115
BNP Paribas
France
$1.71M
PWPS
1116
Pinnacle Wealth Planning Services
Ohio
$1.71M
GWM
1117
Gilpin Wealth Management
Colorado
$1.7M
PWA
1118
Providence Wealth Advisors
Illinois
$1.69M
CT
1119
Caldwell Trust
Florida
$1.69M
CT
1120
Chicago Trust
Illinois
$1.69M
GIM
1121
Generali Investments Management
Slovenia
$1.69M
NERM
1122
New England Research & Management
Illinois
$1.69M
SIA
1123
SeaBridge Investment Advisors
New Jersey
$1.69M
HT
1124
Heritage Trust
Oklahoma
$1.69M
VA
1125
VestGen Advisors
Illinois
$1.69M