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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
AG
1451
AlTi Global
New York
$913K
VA
1452
Valmark Advisers
Ohio
$911K
VNA
1453
Valley National Advisers
Pennsylvania
$909K
PWP
1454
Phillips Wealth Planners
Mississippi
$903K
GSC
1455
G&S Capital
Colorado
$900K
MMG
1456
Monetary Management Group
Missouri
$899K
S
1457
Storgate
Texas
$899K
AIM
1458
Athena Investment Management
California
$898K
VST
1459
Van Strum & Towne
California
$897K
Connor, Clark & Lunn Investment Management (CC&L)
1460
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$894K
KAS
1461
KPP Advisory Services
Kentucky
$894K
SEIA
1462
Signature Estate & Investment Advisors
California
$893K
RC
1463
Rexford Capital
Texas
$892K
WCM
1464
Weaver Capital Management
Georgia
$890K
SB
1465
Strategic Blueprint
Georgia
$889K
CP
1466
Creekside Partners
California
$889K
ISFAN
1467
Investor's Fiduciary Advisor Network
Washington
$888K
TFO
1468
Tarbox Family Office
California
$886K
OGC
1469
Oak Grove Capital
New Hampshire
$885K
DE
1470
Diversified Enterprises
Delaware
$884K
ST
1471
Smithfield Trust
Pennsylvania
$882K
WIM
1472
Walsky Investment Management
Pennsylvania
$881K
FPB
1473
First PREMIER Bank
South Dakota
$881K
EA
1474
Everpar Advisors
Oklahoma
$876K
PWM
1475
Prentice Wealth Management
New York
$874K