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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
MT
1126
Midwest Trust
Kansas
$1.67M
NB
1127
Nicolet Bankshares
Wisconsin
$1.67M
EM
1128
Excalibur Management
Massachusetts
$1.66M
EFH
1129
Eaton Financial Holdings
Florida
$1.66M
WBG
1130
Wharton Business Group
Pennsylvania
$1.65M
IAMOG
1131
Investors Asset Management of Georgia
Georgia
$1.65M
1IA
1132
1834 Investment Advisors
Wisconsin
$1.64M
HCMT
1133
Highland Capital Management (Tennessee)
Tennessee
$1.64M
TP
1134
TritonPoint Partners
Maryland
$1.63M
LGA
1135
Lebenthal Global Advisors
New York
$1.62M
BP
1136
BBR Partners
New York
$1.62M
CFA
1137
Cahill Financial Advisors
Minnesota
$1.62M
RAG
1138
RIA Advisory Group
Iowa
$1.62M
PIM
1139
Penobscot Investment Management
Massachusetts
$1.62M
FMTC
1140
Farmers & Merchants Trust Company
California
$1.61M
CLGM
1141
Capitolis Liquid Global Markets
New York
$1.61M
CLGML
1142
CAPITOLIS LIQUID GLOBAL MARKETS LLC
New York
$1.61M
FNT
1143
First National Trust
Pennsylvania
$1.61M
FPL
1144
Fortress Private Ledger
North Carolina
$1.61M
AWE
1145
Avidian Wealth Enterprises
Texas
$1.6M
MCM
1146
MV Capital Management
Maryland
$1.6M
AC
1147
Annandale Capital
Texas
$1.6M
BCM
1148
Boltwood Capital Management
California
$1.6M
CIAS
1149
Capital Investment Advisory Services
North Carolina
$1.6M
GPA
1150
Garrison Point Advisors
California
$1.6M