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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
LA
1426
LVW Advisors
New York
$978K
ICP
1427
Interchange Capital Partners
Pennsylvania
$978K
WI
1428
WrapManager Inc
California
$966K
1WA
1429
180 Wealth Advisors
Washington
$964K
LJAC
1430
L.J. Altfest & Co
New York
$959K
SW
1431
SVB Wealth
Massachusetts
$959K
WCA
1432
Westover Capital Advisors
Delaware
$955K
MBT
1433
Montecito Bank & Trust
California
$954K
AIIMS
1434
Analyst IMS Investment Management Services
Israel
$949K
BTWM
1435
Baker Tilly Wealth Management
Wisconsin
$948K
PA
1436
Perennial Advisors
New York
$944K
PWC
1437
Pathfinder Wealth Consulting
North Carolina
$943K
HP
1438
Holistic Planning
Texas
$942K
WB
1439
Webster Bank
Connecticut
$941K
FFIC
1440
First Fiduciary Investment Counsel
Ohio
$939K
SWM
1441
Sendero Wealth Management
Texas
$939K
BRWM
1442
Blue Rock Wealth Management
North Carolina
$937K
LFS
1443
Lighthouse Financial Services
California
$937K
WLPWM
1444
Walled Lake Planning & Wealth Management
Illinois
$935K
HAM
1445
Harmony Asset Management
Arizona
$935K
OL
1446
OneFund LLC
Florida
$931K
ZIG
1447
Zuckerman Investment Group
Illinois
$929K
BWM
1448
Baron Wealth Management
Michigan
$929K
AF
1449
Avanza Fonder
Sweden
$928K
WIC
1450
Woodmont Investment Counsel
Tennessee
$928K