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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
CWM
1151
Cornerstone Wealth Management
Missouri
$1.58M
HNB
1152
Hilltop National Bank
Wyoming
$1.57M
AI
1153
Accredited Investors
Minnesota
$1.56M
AA
1154
Ancora Advisors
Ohio
$1.56M
VWM
1155
Vivid Wealth Management
Iowa
$1.56M
OPCM
1156
Osborne Partners Capital Management
California
$1.56M
KC
1157
Knuff & Co
California
$1.56M
DI
1158
Diligent Investors
California
$1.55M
AIA
1159
Affinity Investment Advisors
California
$1.54M
PWA
1160
Pitcairn Wealth Advisors
Pennsylvania
$1.53M
NSIM
1161
North Star Investment Management
Illinois
$1.53M
AW
1162
Alteri Wealth
California
$1.53M
VRM
1163
Vectors Research Management
New York
$1.52M
LCAM
1164
London & Capital Asset Management
United Kingdom
$1.52M
WFI
1165
West Family Investments
California
$1.52M
BFO
1166
Biltmore Family Office
North Carolina
$1.52M
HBT
1167
Hills Bank & Trust
Iowa
$1.51M
ESB
1168
Essex Savings Bank
Connecticut
$1.5M
PCS
1169
Personal CFO Solutions
New Jersey
$1.5M
HAM
1170
Hedges Asset Management
Nevada
$1.49M
SL
1171
Sentry LLC
Tennessee
$1.49M
CWP
1172
Concord Wealth Partners
Virginia
$1.49M
EB
1173
Eastern Bank
Massachusetts
$1.48M
DWA
1174
Douglass Winthrop Advisors
New York
$1.48M
ANTB
1175
AMG National Trust Bank
Colorado
$1.48M