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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
MAM
1351
Madison Asset Management
Wisconsin
$1.08M
CCG
1352
Coastwise Capital Group
California
$1.08M
PTP
1353
Platform Technology Partners
New York
$1.08M
CAC
1354
Core Alternative Capital
Georgia
$1.08M
FCCM
1355
First City Capital Management
Georgia
$1.08M
CCWM
1356
Correct Capital Wealth Management
Missouri
$1.08M
E
1357
Evansbrook
Illinois
$1.08M
AAS
1358
Ameritas Advisory Services
Nebraska
$1.07M
POIA
1359
Pin Oak Investment Advisors
Texas
$1.07M
BDLIB
1360
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.07M
DBIA
1361
Dumont & Blake Investment Advisors
New Jersey
$1.07M
FAM
1362
Formidable Asset Management
Ohio
$1.07M
PCM
1363
Pointe Capital Management
Michigan
$1.07M
WIM
1364
Wittenberg Investment Management
Massachusetts
$1.06M
FTC
1365
Farmers Trust Company
Ohio
$1.06M
CA
1366
Carson Advisory
Georgia
$1.06M
WIM
1367
WealthPlan Investment Management
Nebraska
$1.06M
WP
1368
Wealthspan Partners
Iowa
$1.05M
WCM
1369
Winebrenner Capital Management
Kentucky
$1.05M
NIA
1370
NBZ Investment Advisors
Tennessee
$1.05M
KMWM
1371
Keudell/Morrison Wealth Management
Oregon
$1.05M
LMFPL
1372
Larry Mathis Financial Planning, LLC
Arizona
$1.04M
EW
1373
Entruity Wealth
California
$1.04M
KTC
1374
Kentucky Trust Company
Kentucky
$1.04M
CH
1375
Cromwell Holdings
Wyoming
$1.04M