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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
BCA
1451
Bay Colony Advisors
Massachusetts
$921K
MWM
1452
Manske Wealth Management
Texas
$921K
IP
1453
Indivisible Partners
Florida
$920K
IIL
1454
Income Insurance Ltd
$920K
BMC
1455
Beaton Management Company
Massachusetts
$918K
SC
1456
Steph & Co
Wisconsin
$918K
NFG
1457
Northbridge Financial Group
Florida
$917K
WB
1458
West Bancorporation
Iowa
$916K
AG
1459
AlTi Global
New York
$913K
VA
1460
Valmark Advisers
Ohio
$911K
VNA
1461
Valley National Advisers
Pennsylvania
$909K
PWP
1462
Phillips Wealth Planners
Mississippi
$903K
GSC
1463
G&S Capital
Colorado
$900K
MMG
1464
Monetary Management Group
Missouri
$899K
S
1465
Storgate
Texas
$899K
AIM
1466
Athena Investment Management
California
$898K
VST
1467
Van Strum & Towne
California
$897K
Connor, Clark & Lunn Investment Management (CC&L)
1468
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$894K
KAS
1469
KPP Advisory Services
Kentucky
$894K
SEIA
1470
Signature Estate & Investment Advisors
California
$893K
RC
1471
Rexford Capital
Texas
$892K
WCM
1472
Weaver Capital Management
Georgia
$890K
SB
1473
Strategic Blueprint
Georgia
$889K
CP
1474
Creekside Partners
California
$889K
ISFAN
1475
Investor's Fiduciary Advisor Network
Washington
$888K