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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
PCS
1176
Personal CFO Solutions
New Jersey
$1.5M
HAM
1177
Hedges Asset Management
Nevada
$1.49M
SL
1178
Sentry LLC
Tennessee
$1.49M
CWP
1179
Concord Wealth Partners
Virginia
$1.49M
EB
1180
Eastern Bank
Massachusetts
$1.48M
DWA
1181
Douglass Winthrop Advisors
New York
$1.48M
ANTB
1182
AMG National Trust Bank
Colorado
$1.48M
Capstone Investment Advisors
1183
Capstone Investment Advisors
New York
$1.47M
SWM
1184
Spire Wealth Management
Virginia
$1.46M
MYIA
1185
Mount Yale Investment Advisors
Colorado
$1.45M
SG
1186
StoneX Group
New York
$1.45M
MPIA
1187
Mountain Pacific Investment Advisers
Idaho
$1.44M
ACM
1188
Aljian Capital Management
Nevada
$1.44M
FFM
1189
Fisher Funds Management
New Zealand
$1.44M
LI
1190
LMCG Investments
Massachusetts
$1.44M
GI
1191
GS Investments
Minnesota
$1.44M
WAP
1192
Wealthcare Advisory Partners
Pennsylvania
$1.44M
LIM
1193
Longfellow Investment Management
Massachusetts
$1.43M
MFIM
1194
Mesirow Financial Investment Management
Illinois
$1.43M
RDFA
1195
Ritter Daniher Financial Advisory
Ohio
$1.42M
TFA
1196
Tranquilli Financial Advisor
New Jersey
$1.42M
SAW
1197
Signal Advisors Wealth
Michigan
$1.42M
AA
1198
Advisory Alpha
Michigan
$1.41M
BGC
1199
Beutel, Goodman & Co
Ontario, Canada
$1.41M
DTC
1200
Davidson Trust Company
Washington
$1.41M