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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
Capstone Investment Advisors
1176
Capstone Investment Advisors
New York
$1.47M
SWM
1177
Spire Wealth Management
Virginia
$1.46M
MYIA
1178
Mount Yale Investment Advisors
Colorado
$1.45M
SG
1179
StoneX Group
New York
$1.45M
MPIA
1180
Mountain Pacific Investment Advisers
Idaho
$1.44M
ACM
1181
Aljian Capital Management
Nevada
$1.44M
FFM
1182
Fisher Funds Management
New Zealand
$1.44M
LI
1183
LMCG Investments
Massachusetts
$1.44M
GI
1184
GS Investments
Minnesota
$1.44M
WAP
1185
Wealthcare Advisory Partners
Pennsylvania
$1.44M
LIM
1186
Longfellow Investment Management
Massachusetts
$1.43M
MFIM
1187
Mesirow Financial Investment Management
Illinois
$1.43M
RDFA
1188
Ritter Daniher Financial Advisory
Ohio
$1.42M
TFA
1189
Tranquilli Financial Advisor
New Jersey
$1.42M
SAW
1190
Signal Advisors Wealth
Michigan
$1.42M
AA
1191
Advisory Alpha
Michigan
$1.41M
BGC
1192
Beutel, Goodman & Co
Ontario, Canada
$1.41M
DTC
1193
Davidson Trust Company
Washington
$1.41M
BF
1194
Brucke Financial
Indiana
$1.41M
SI
1195
Severin Investments
Missouri
$1.41M
HCM
1196
Hutner Capital Management
Vermont
$1.41M
CNBOF
1197
City National Bank of Florida
Florida
$1.41M
SIM
1198
Sterling Investment Management
Arizona
$1.4M
CAMV
1199
Concord Asset Management (Virginia)
Virginia
$1.4M
SC
1200
Sawyer & Company
Massachusetts
$1.4M