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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,834
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
PA
1426
Perennial Advisors
New York
$944K
PWC
1427
Pathfinder Wealth Consulting
North Carolina
$943K
HP
1428
Holistic Planning
Texas
$942K
WB
1429
Webster Bank
Connecticut
$941K
FFIC
1430
First Fiduciary Investment Counsel
Ohio
$939K
SWM
1431
Sendero Wealth Management
Texas
$939K
BRWM
1432
Blue Rock Wealth Management
North Carolina
$937K
LFS
1433
Lighthouse Financial Services
California
$937K
WLPWM
1434
Walled Lake Planning & Wealth Management
Illinois
$935K
HAM
1435
Harmony Asset Management
Arizona
$935K
OL
1436
OneFund LLC
Florida
$931K
ZIG
1437
Zuckerman Investment Group
Illinois
$929K
BWM
1438
Baron Wealth Management
Michigan
$929K
AF
1439
Avanza Fonder
Sweden
$928K
WIC
1440
Woodmont Investment Counsel
Tennessee
$928K
ALAM
1441
Asahi Life Asset Management
Japan
$927K
1WM
1442
1900 Wealth Management
Texas
$922K
BCA
1443
Bay Colony Advisors
Massachusetts
$921K
MWM
1444
Manske Wealth Management
Texas
$921K
IP
1445
Indivisible Partners
Florida
$920K
IIL
1446
Income Insurance Ltd
$920K
BMC
1447
Beaton Management Company
Massachusetts
$918K
SC
1448
Steph & Co
Wisconsin
$918K
NFG
1449
Northbridge Financial Group
Florida
$917K
WB
1450
West Bancorporation
Iowa
$916K