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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6462,869 (+223)

1.99% more ownership

Funds ownership: 74.55%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
DTC
1201
Davidson Trust Company
Washington
$1.41M
BF
1202
Brucke Financial
Indiana
$1.41M
SI
1203
Severin Investments
Missouri
$1.41M
HCM
1204
Hutner Capital Management
Vermont
$1.41M
CNBOF
1205
City National Bank of Florida
Florida
$1.41M
SIM
1206
Sterling Investment Management
Arizona
$1.4M
CAMV
1207
Concord Asset Management (Virginia)
Virginia
$1.4M
SC
1208
Sawyer & Company
Massachusetts
$1.4M
LF
1209
Lantz Financial
Illinois
$1.4M
QP
1210
Quilter Plc
United Kingdom
$1.4M
WA
1211
Wealth Alliance
New York
$1.39M
TNB
1212
Thomasville National Bank
Georgia
$1.39M
PL
1213
Plancorp LLC
Missouri
$1.39M
QWP
1214
Quotient Wealth Partners
Texas
$1.39M
LD
1215
Lipe & Dalton
New York
$1.38M
WorldQuant Millennium Advisors
1216
WorldQuant Millennium Advisors
New York
$1.38M
CRWM
1217
Castle Rock Wealth Management
California
$1.38M
KCM
1218
Kanawha Capital Management
Virginia
$1.38M
BCM
1219
Becker Capital Management
Oregon
$1.38M
HCP
1220
Hexagon Capital Partners
Arkansas
$1.38M
PWP
1221
Principle Wealth Partners
Connecticut
$1.38M
FFA
1222
Fragasso Financial Advisors
Pennsylvania
$1.37M
TGAM
1223
TBH Global Asset Management
Tennessee
$1.37M
RHAM
1224
Round Hill Asset Management
California
$1.37M
SN
1225
Sittner & Nelson
Oregon
$1.37M