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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
LF
1201
Lantz Financial
Illinois
$1.4M
QP
1202
Quilter Plc
United Kingdom
$1.4M
WA
1203
Wealth Alliance
New York
$1.39M
TNB
1204
Thomasville National Bank
Georgia
$1.39M
PL
1205
Plancorp LLC
Missouri
$1.39M
QWP
1206
Quotient Wealth Partners
Texas
$1.39M
LD
1207
Lipe & Dalton
New York
$1.38M
WorldQuant Millennium Advisors
1208
WorldQuant Millennium Advisors
New York
$1.38M
CRWM
1209
Castle Rock Wealth Management
California
$1.38M
KCM
1210
Kanawha Capital Management
Virginia
$1.38M
BCM
1211
Becker Capital Management
Oregon
$1.38M
HCP
1212
Hexagon Capital Partners
Arkansas
$1.38M
PWP
1213
Principle Wealth Partners
Connecticut
$1.38M
FFA
1214
Fragasso Financial Advisors
Pennsylvania
$1.37M
TGAM
1215
TBH Global Asset Management
Tennessee
$1.37M
RHAM
1216
Round Hill Asset Management
California
$1.37M
SN
1217
Sittner & Nelson
Oregon
$1.37M
Koshinski Asset Management
1218
Koshinski Asset Management
Illinois
$1.37M
ACS
1219
Archford Capital Strategies
Illinois
$1.36M
SFO
1220
Stokes Family Office
Louisiana
$1.36M
AFP
1221
Ausdal Financial Partners
Iowa
$1.36M
SWM
1222
Segment Wealth Management
Texas
$1.35M
BFM
1223
Boothbay Fund Management
New York
$1.35M
CA
1224
Continuum Advisory
Idaho
$1.35M
FNBSF
1225
First National Bank Sioux Falls
South Dakota
$1.34M