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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
AC
1151
Annandale Capital
Texas
$1.6M
BCM
1152
Boltwood Capital Management
California
$1.6M
CIAS
1153
Capital Investment Advisory Services
North Carolina
$1.6M
GPA
1154
Garrison Point Advisors
California
$1.6M
PW
1155
Potentia Wealth
California
$1.59M
PAM
1156
Palisade Asset Management
Minnesota
$1.59M
VNIM
1157
Vaughan Nelson Investment Management
Texas
$1.59M
MWM
1158
Modern Wealth Management
Kansas
$1.58M
CIS
1159
Capital International Sarl
California
$1.58M
CWM
1160
Cornerstone Wealth Management
Missouri
$1.58M
HNB
1161
Hilltop National Bank
Wyoming
$1.57M
AI
1162
Accredited Investors
Minnesota
$1.56M
AA
1163
Ancora Advisors
Ohio
$1.56M
VWM
1164
Vivid Wealth Management
Iowa
$1.56M
OPCM
1165
Osborne Partners Capital Management
California
$1.56M
KC
1166
Knuff & Co
California
$1.56M
DI
1167
Diligent Investors
California
$1.55M
AIA
1168
Affinity Investment Advisors
California
$1.54M
PWA
1169
Pitcairn Wealth Advisors
Pennsylvania
$1.53M
NSIM
1170
North Star Investment Management
Illinois
$1.53M
AW
1171
Alteri Wealth
California
$1.53M
VRM
1172
Vectors Research Management
New York
$1.52M
LCAM
1173
London & Capital Asset Management
United Kingdom
$1.52M
WFI
1174
West Family Investments
California
$1.52M
BFO
1175
Biltmore Family Office
North Carolina
$1.52M