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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6462,869 (+223)

1.99% more ownership

Funds ownership: 74.55%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
Financial Engines Advisors
1101
Financial Engines Advisors
California
$1.77M
IIC
1102
Integrated Investment Consultants
Michigan
$1.76M
BAM
1103
Belpointe Asset Management
Nevada
$1.75M
MEAC
1104
M.E. Allison & Co
Texas
$1.75M
WBWA
1105
William B. Walkup & Associates
South Carolina
$1.75M
KFSC
1106
Keystone Financial Services (Colorado)
Colorado
$1.75M
JCM
1107
Jacobi Capital Management
Pennsylvania
$1.74M
TCWA
1108
Turtle Creek Wealth Advisors
Texas
$1.74M
GWM
1109
Gibbs Wealth Management
Georgia
$1.73M
STS
1110
SG Trading Solutions
Utah
$1.73M
RPCONE
1111
Retirement Planning Company of New England
Rhode Island
$1.73M
FA
1112
Fiduciary Alliance
South Carolina
$1.72M
DWA
1113
Delap Wealth Advisory
Oregon
$1.72M
BP
1114
BNP Paribas
France
$1.71M
PWPS
1115
Pinnacle Wealth Planning Services
Ohio
$1.71M
GWM
1116
Gilpin Wealth Management
Colorado
$1.7M
PWA
1117
Providence Wealth Advisors
Illinois
$1.69M
CT
1118
Caldwell Trust
Florida
$1.69M
CT
1119
Chicago Trust
Illinois
$1.69M
GIM
1120
Generali Investments Management
Slovenia
$1.69M
NERM
1121
New England Research & Management
Illinois
$1.69M
SIA
1122
SeaBridge Investment Advisors
New Jersey
$1.69M
HT
1123
Heritage Trust
Oklahoma
$1.69M
VA
1124
VestGen Advisors
Illinois
$1.69M
TCOT
1125
Trust Company of Toledo
Ohio
$1.68M