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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
LFG
1276
Larson Financial Group
Missouri
$1.24M
WAM
1277
Weatherly Asset Management
California
$1.24M
CWM
1278
C2C Wealth Management
Arizona
$1.24M
MPAM
1279
Murphy Pohlad Asset Management
Minnesota
$1.23M
1SB
1280
1ST Source Bank
Indiana
$1.23M
SAG
1281
SageView Advisory Group
California
$1.23M
SFG
1282
Sather Financial Group
Texas
$1.23M
CWG
1283
Crown Wealth Group
North Carolina
$1.23M
RCWM
1284
Royal Capital Wealth Management
Indiana
$1.22M
FM
1285
Freemont Management
Switzerland
$1.22M
PE
1286
PCM Encore
Colorado
$1.22M
EAM
1287
Empirical Asset Management
Massachusetts
$1.22M
CFP
1288
Catalyst Financial Partners
Massachusetts
$1.21M
OWP
1289
Obermeyer Wealth Partners
Colorado
$1.21M
RCA
1290
Resonant Capital Advisors
Wisconsin
$1.21M
CLA
1291
Carnegie Lake Advisors
New Jersey
$1.21M
SWM
1292
Shakespeare Wealth Management
Wisconsin
$1.21M
RCM
1293
RB Capital Management
Nevada
$1.2M
FIB
1294
First Interstate Bank
Montana
$1.2M
MW
1295
Marble Wealth
Alabama
$1.2M
RCM
1296
Raleigh Capital Management
North Carolina
$1.2M
PL
1297
Perpetual Ltd
Australia
$1.2M
Members Trust
1298
Members Trust
Florida
$1.2M
CP
1299
Clarendon Private
Massachusetts
$1.2M
ISL
1300
Ingalls & Snyder LLC
New York
$1.19M