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Wells Fargo

2,870 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, 990 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: 2,6462,870 (+224)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,870
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
BCFD
1401
Boit C.F. David
$1.01M
SIM
1402
Studio Investment Management
Illinois
$1.01M
WA1
1403
Wimmer Associates 1
California
$1.01M
NSUP
1404
NLB Skladi upravljanje premozenja
$1.01M
MFS
1405
Mattson Financial Services
Michigan
$1.01M
CCA
1406
Carrera Capital Advisors
Michigan
$1M
LWM
1407
Liberty Wealth Management
California
$1M
AIM
1408
Aspen Investment Management
Michigan
$1M
OC
1409
Opinicus Capital
Florida
$999K
PA
1410
PFW Advisors
Georgia
$998K
AWAP
1411
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$997K
IWA
1412
IVC Wealth Advisors
Pennsylvania
$996K
AP
1413
Appleton Partners
Massachusetts
$996K
APP
1414
Avantax Planning Partners
Iowa
$995K
QPWM
1415
Quadrant Private Wealth Management
Pennsylvania
$995K
MB
1416
MidFirst Bank
Oklahoma
$994K
MHS
1417
M Holdings Securities
Oregon
$993K
CGL
1418
Clarius Group LLC
Washington
$993K
ATFA
1419
All Terrain Financial Advisors
Minnesota
$992K
EGM
1420
Engineers Gate Manager
New York
$992K
HTI
1421
Hikari Tsushin Inc
Japan
$991K
PFSC
1422
Peoples Financial Services Corp
Pennsylvania
$990K
WT
1423
Washington Trust
Rhode Island
$987K
TWP
1424
Tyche Wealth Partners
Texas
$985K
EW
1425
Evoke Wealth
California
$984K