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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

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
2,872
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
BWM
1451
Baron Wealth Management
Michigan
$929K
AF
1452
Avanza Fonder
Sweden
$928K
WIC
1453
Woodmont Investment Counsel
Tennessee
$928K
ALAM
1454
Asahi Life Asset Management
Japan
$927K
1WM
1455
1900 Wealth Management
Texas
$922K
BCA
1456
Bay Colony Advisors
Massachusetts
$921K
MWM
1457
Manske Wealth Management
Texas
$921K
IP
1458
Indivisible Partners
Florida
$920K
IIL
1459
Income Insurance Ltd
$920K
BMC
1460
Beaton Management Company
Massachusetts
$918K
SC
1461
Steph & Co
Wisconsin
$918K
NFG
1462
Northbridge Financial Group
Florida
$917K
WB
1463
West Bancorporation
Iowa
$916K
AG
1464
AlTi Global
New York
$913K
VA
1465
Valmark Advisers
Ohio
$911K
VNA
1466
Valley National Advisers
Pennsylvania
$909K
PWP
1467
Phillips Wealth Planners
Mississippi
$903K
GSC
1468
G&S Capital
Colorado
$900K
MMG
1469
Monetary Management Group
Missouri
$899K
S
1470
Storgate
Texas
$899K
AIM
1471
Athena Investment Management
California
$898K
VST
1472
Van Strum & Towne
California
$897K
Connor, Clark & Lunn Investment Management (CC&L)
1473
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$894K
KAS
1474
KPP Advisory Services
Kentucky
$894K
LBC
1475
Lane Brothers & Co
Arizona
$893K