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Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,854
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
HCM
1201
Hutner Capital Management
Vermont
$1.41M
CNBOF
1202
City National Bank of Florida
Florida
$1.41M
SIM
1203
Sterling Investment Management
Arizona
$1.4M
CAMV
1204
Concord Asset Management (Virginia)
Virginia
$1.4M
SC
1205
Sawyer & Company
Massachusetts
$1.4M
LF
1206
Lantz Financial
Illinois
$1.4M
QP
1207
Quilter Plc
United Kingdom
$1.4M
WA
1208
Wealth Alliance
New York
$1.39M
TNB
1209
Thomasville National Bank
Georgia
$1.39M
PL
1210
Plancorp LLC
Missouri
$1.39M
QWP
1211
Quotient Wealth Partners
Texas
$1.39M
LD
1212
Lipe & Dalton
New York
$1.38M
WorldQuant Millennium Advisors
1213
WorldQuant Millennium Advisors
New York
$1.38M
CRWM
1214
Castle Rock Wealth Management
California
$1.38M
KCM
1215
Kanawha Capital Management
Virginia
$1.38M
BCM
1216
Becker Capital Management
Oregon
$1.38M
HCP
1217
Hexagon Capital Partners
Arkansas
$1.38M
PWP
1218
Principle Wealth Partners
Connecticut
$1.38M
FFA
1219
Fragasso Financial Advisors
Pennsylvania
$1.37M
TGAM
1220
TBH Global Asset Management
Tennessee
$1.37M
RHAM
1221
Round Hill Asset Management
California
$1.37M
SN
1222
Sittner & Nelson
Oregon
$1.37M
Koshinski Asset Management
1223
Koshinski Asset Management
Illinois
$1.37M
ACS
1224
Archford Capital Strategies
Illinois
$1.36M
SFO
1225
Stokes Family Office
Louisiana
$1.36M