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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
WI
1426
WrapManager Inc
California
$966K
1WA
1427
180 Wealth Advisors
Washington
$964K
LJAC
1428
L.J. Altfest & Co
New York
$959K
SW
1429
SVB Wealth
Massachusetts
$959K
WCA
1430
Westover Capital Advisors
Delaware
$955K
MBT
1431
Montecito Bank & Trust
California
$954K
AIIMS
1432
Analyst IMS Investment Management Services
Israel
$949K
BTWM
1433
Baker Tilly Wealth Management
Wisconsin
$948K
PA
1434
Perennial Advisors
New York
$944K
PWC
1435
Pathfinder Wealth Consulting
North Carolina
$943K
HP
1436
Holistic Planning
Texas
$942K
WB
1437
Webster Bank
Connecticut
$941K
FFIC
1438
First Fiduciary Investment Counsel
Ohio
$939K
SWM
1439
Sendero Wealth Management
Texas
$939K
BRWM
1440
Blue Rock Wealth Management
North Carolina
$937K
LFS
1441
Lighthouse Financial Services
California
$937K
WLPWM
1442
Walled Lake Planning & Wealth Management
Illinois
$935K
HAM
1443
Harmony Asset Management
Arizona
$935K
OL
1444
OneFund LLC
Florida
$931K
ZIG
1445
Zuckerman Investment Group
Illinois
$929K
BWM
1446
Baron Wealth Management
Michigan
$929K
AF
1447
Avanza Fonder
Sweden
$928K
WIC
1448
Woodmont Investment Counsel
Tennessee
$928K
ALAM
1449
Asahi Life Asset Management
Japan
$927K
1WM
1450
1900 Wealth Management
Texas
$922K