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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
HWA
1351
HCR Wealth Advisors
California
$1.09M
TF
1352
Tudor Financial
Ohio
$1.09M
MAM
1353
Madison Asset Management
Wisconsin
$1.08M
CCG
1354
Coastwise Capital Group
California
$1.08M
PTP
1355
Platform Technology Partners
New York
$1.08M
CAC
1356
Core Alternative Capital
Georgia
$1.08M
FCCM
1357
First City Capital Management
Georgia
$1.08M
CCWM
1358
Correct Capital Wealth Management
Missouri
$1.08M
E
1359
Evansbrook
Illinois
$1.08M
AAS
1360
Ameritas Advisory Services
Nebraska
$1.07M
POIA
1361
Pin Oak Investment Advisors
Texas
$1.07M
BDLIB
1362
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.07M
DBIA
1363
Dumont & Blake Investment Advisors
New Jersey
$1.07M
FAM
1364
Formidable Asset Management
Ohio
$1.07M
PCM
1365
Pointe Capital Management
Michigan
$1.07M
WIM
1366
Wittenberg Investment Management
Massachusetts
$1.06M
FTC
1367
Farmers Trust Company
Ohio
$1.06M
CA
1368
Carson Advisory
Georgia
$1.06M
WIM
1369
WealthPlan Investment Management
Nebraska
$1.06M
WP
1370
Wealthspan Partners
Iowa
$1.05M
WCM
1371
Winebrenner Capital Management
Kentucky
$1.05M
NIA
1372
NBZ Investment Advisors
Tennessee
$1.05M
KMWM
1373
Keudell/Morrison Wealth Management
Oregon
$1.05M
LMFP
1374
Larry Mathis Financial Planning
Arizona
$1.04M
EW
1375
Entruity Wealth
California
$1.04M