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