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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,866
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
CIAS
1151
Capital Investment Advisory Services
North Carolina
$1.6M
GPA
1152
Garrison Point Advisors
California
$1.6M
PW
1153
Potentia Wealth
California
$1.59M
PAM
1154
Palisade Asset Management
Minnesota
$1.59M
VNIM
1155
Vaughan Nelson Investment Management
Texas
$1.59M
MWM
1156
Modern Wealth Management
Kansas
$1.58M
CIS
1157
Capital International Sarl
California
$1.58M
CWM
1158
Cornerstone Wealth Management
Missouri
$1.58M
HNB
1159
Hilltop National Bank
Wyoming
$1.57M
AI
1160
Accredited Investors
Minnesota
$1.56M
AA
1161
Ancora Advisors
Ohio
$1.56M
VWM
1162
Vivid Wealth Management
Iowa
$1.56M
OPCM
1163
Osborne Partners Capital Management
California
$1.56M
KC
1164
Knuff & Co
California
$1.56M
DI
1165
Diligent Investors
California
$1.55M
AIA
1166
Affinity Investment Advisors
California
$1.54M
PWA
1167
Pitcairn Wealth Advisors
Pennsylvania
$1.53M
NSIM
1168
North Star Investment Management
Illinois
$1.53M
AW
1169
Alteri Wealth
California
$1.53M
VRM
1170
Vectors Research Management
New York
$1.52M
LCAM
1171
London & Capital Asset Management
United Kingdom
$1.52M
WFI
1172
West Family Investments
California
$1.52M
BFO
1173
Biltmore Family Office
North Carolina
$1.52M
HBT
1174
Hills Bank & Trust
Iowa
$1.51M
ESB
1175
Essex Savings Bank
Connecticut
$1.5M