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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
TCOT
1126
Trust Company of Toledo
Ohio
$1.68M
AF
1127
Advisornet Financial
Minnesota
$1.68M
BOC
1128
Barbara Oil Co
Illinois
$1.68M
KA
1129
Kovack Advisors
Florida
$1.67M
VBFP
1130
Valtinson Bruner Financial Planning
Minnesota
$1.67M
MT
1131
Midwest Trust
Kansas
$1.67M
NB
1132
Nicolet Bankshares
Wisconsin
$1.67M
EM
1133
Excalibur Management
Massachusetts
$1.66M
EFH
1134
Eaton Financial Holdings
Florida
$1.66M
WBG
1135
Wharton Business Group
Pennsylvania
$1.65M
IAMOG
1136
Investors Asset Management of Georgia
Georgia
$1.65M
1IA
1137
1834 Investment Advisors
Wisconsin
$1.64M
HCMT
1138
Highland Capital Management (Tennessee)
Tennessee
$1.64M
TP
1139
TritonPoint Partners
Maryland
$1.63M
LGA
1140
Lebenthal Global Advisors
New York
$1.62M
BP
1141
BBR Partners
New York
$1.62M
CFA
1142
Cahill Financial Advisors
Minnesota
$1.62M
RAG
1143
RIA Advisory Group
Iowa
$1.62M
PIM
1144
Penobscot Investment Management
Massachusetts
$1.62M
FMTC
1145
Farmers & Merchants Trust Company
California
$1.61M
CLGM
1146
Capitolis Liquid Global Markets
New York
$1.61M
FNT
1147
First National Trust
Pennsylvania
$1.61M
FPL
1148
Fortress Private Ledger
North Carolina
$1.61M
AWE
1149
Avidian Wealth Enterprises
Texas
$1.6M
MCM
1150
MV Capital Management
Maryland
$1.6M