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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,834
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
IAMOG
1126
Investors Asset Management of Georgia
Georgia
$1.65M
1IA
1127
1834 Investment Advisors
Wisconsin
$1.64M
HCMT
1128
Highland Capital Management (Tennessee)
Tennessee
$1.64M
TP
1129
TritonPoint Partners
Maryland
$1.63M
LGA
1130
Lebenthal Global Advisors
New York
$1.62M
BP
1131
BBR Partners
New York
$1.62M
CFA
1132
Cahill Financial Advisors
Minnesota
$1.62M
RAG
1133
RIA Advisory Group
Iowa
$1.62M
PIM
1134
Penobscot Investment Management
Massachusetts
$1.62M
FMTC
1135
Farmers & Merchants Trust Company
California
$1.61M
CLGM
1136
Capitolis Liquid Global Markets
New York
$1.61M
CLGML
1137
CAPITOLIS LIQUID GLOBAL MARKETS LLC
New York
$1.61M
FNT
1138
First National Trust
Pennsylvania
$1.61M
FPL
1139
Fortress Private Ledger
North Carolina
$1.61M
AWE
1140
Avidian Wealth Enterprises
Texas
$1.6M
MCM
1141
MV Capital Management
Maryland
$1.6M
AC
1142
Annandale Capital
Texas
$1.6M
BCM
1143
Boltwood Capital Management
California
$1.6M
CIAS
1144
Capital Investment Advisory Services
North Carolina
$1.6M
GPA
1145
Garrison Point Advisors
California
$1.6M
PW
1146
Potentia Wealth
California
$1.59M
PAM
1147
Palisade Asset Management
Minnesota
$1.59M
VNIM
1148
Vaughan Nelson Investment Management
Texas
$1.59M
MWM
1149
Modern Wealth Management
Kansas
$1.58M
CIS
1150
Capital International Sarl
California
$1.58M