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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
IDA
1276
Intelligence Driven Advisers
California
$1.25M
BAG
1277
Bridgewealth Advisory Group
California
$1.25M
AP
1278
Anchyra Partners
Georgia
$1.24M
LFG
1279
Larson Financial Group
Missouri
$1.24M
WAM
1280
Weatherly Asset Management
California
$1.24M
CWM
1281
C2C Wealth Management
Arizona
$1.24M
MPAM
1282
Murphy Pohlad Asset Management
Minnesota
$1.23M
1SB
1283
1ST Source Bank
Indiana
$1.23M
SAG
1284
SageView Advisory Group
California
$1.23M
SFG
1285
Sather Financial Group
Texas
$1.23M
CWG
1286
Crown Wealth Group
North Carolina
$1.23M
RCWM
1287
Royal Capital Wealth Management
Indiana
$1.22M
FM
1288
Freemont Management
Switzerland
$1.22M
PE
1289
PCM Encore
Colorado
$1.22M
EAM
1290
Empirical Asset Management
Massachusetts
$1.22M
CFP
1291
Catalyst Financial Partners
Massachusetts
$1.21M
OWP
1292
Obermeyer Wealth Partners
Colorado
$1.21M
RCA
1293
Resonant Capital Advisors
Wisconsin
$1.21M
CLA
1294
Carnegie Lake Advisors
New Jersey
$1.21M
SWM
1295
Shakespeare Wealth Management
Wisconsin
$1.21M
RCM
1296
RB Capital Management
Nevada
$1.2M
FIB
1297
First Interstate Bank
Montana
$1.2M
MW
1298
Marble Wealth
Alabama
$1.2M
RCM
1299
Raleigh Capital Management
North Carolina
$1.2M
PL
1300
Perpetual Ltd
Australia
$1.2M