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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
BCM
1151
Boltwood Capital Management
California
$1.6M
CIAS
1152
Capital Investment Advisory Services
North Carolina
$1.6M
GPA
1153
Garrison Point Advisors
California
$1.6M
PW
1154
Potentia Wealth
California
$1.59M
PAM
1155
Palisade Asset Management
Minnesota
$1.59M
VNIM
1156
Vaughan Nelson Investment Management
Texas
$1.59M
MWM
1157
Modern Wealth Management
Kansas
$1.58M
CIS
1158
Capital International Sarl
California
$1.58M
CWM
1159
Cornerstone Wealth Management
Missouri
$1.58M
HNB
1160
Hilltop National Bank
Wyoming
$1.57M
AI
1161
Accredited Investors
Minnesota
$1.56M
AA
1162
Ancora Advisors
Ohio
$1.56M
VWM
1163
Vivid Wealth Management
Iowa
$1.56M
OPCM
1164
Osborne Partners Capital Management
California
$1.56M
KC
1165
Knuff & Co
California
$1.56M
DI
1166
Diligent Investors
California
$1.55M
AIA
1167
Affinity Investment Advisors
California
$1.54M
PWA
1168
Pitcairn Wealth Advisors
Pennsylvania
$1.53M
NSIM
1169
North Star Investment Management
Illinois
$1.53M
AW
1170
Alteri Wealth
California
$1.53M
VRM
1171
Vectors Research Management
New York
$1.52M
LCAM
1172
London & Capital Asset Management
United Kingdom
$1.52M
WFI
1173
West Family Investments
California
$1.52M
BFO
1174
Biltmore Family Office
North Carolina
$1.52M
HBT
1175
Hills Bank & Trust
Iowa
$1.51M