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