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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
RWP
1251
Ridgecrest Wealth Partners
California
$1.29M
AWM
1252
Arista Wealth Management
Nevada
$1.29M
CCA
1253
Childress Capital Advisors
Texas
$1.28M
NSAM
1254
North Star Asset Management
Wisconsin
$1.28M
PP
1255
PDS Planning
Ohio
$1.28M
AIM
1256
Anchor Investment Management
South Carolina
$1.28M
CIC
1257
Chilton Investment Company
Connecticut
$1.28M
FFG
1258
Fiduciary Financial Group
California
$1.28M
LI
1259
Lafayette Investments
Maryland
$1.28M
JSAM
1260
J. Safra Asset Management
New York
$1.27M
NCM
1261
Neumann Capital Management
California
$1.27M
SIC
1262
Salem Investment Counselors
North Carolina
$1.27M
WA
1263
WP Advisors
California
$1.27M
PFBT
1264
Parkside Financial Bank & Trust
Missouri
$1.27M
IFU
1265
iSAM Funds (UK)
United Kingdom
$1.26M
GC
1266
GatePass Capital
Ohio
$1.26M
EPW
1267
Evolve Private Wealth
California
$1.26M
BTW
1268
Boston Trust Walden
Massachusetts
$1.26M
BMA
1269
Brooks Moore & Associates
Tennessee
$1.26M
ZBNA
1270
Zions Bancorporation, National Association
Utah
$1.25M
MWM
1271
Meridian Wealth Management
Kentucky
$1.25M
Two Sigma Investments
1272
Two Sigma Investments
New York
$1.25M
IDA
1273
Intelligence Driven Advisers
California
$1.25M
BAG
1274
Bridgewealth Advisory Group
California
$1.25M
AP
1275
Anchyra Partners
Georgia
$1.24M