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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
HI
1526
Hudock Inc
Pennsylvania
$804K
MCC
1527
Money Concepts Capital
Florida
$799K
LFA
1528
Lauterbach Financial Advisors
Texas
$797K
GTWM
1529
Global Trust Wealth Management
Florida
$796K
TL
1530
Tradewinds LLC
North Carolina
$795K
FFP
1531
FourThought Financial Partners
Florida
$795K
HBS
1532
Howard Bailey Securities
Indiana
$792K
VWM
1533
Vermillion Wealth Management
Minnesota
$791K
MCM
1534
Manchester Capital Management
Vermont
$785K
JFA
1535
JNBA Financial Advisors
Minnesota
$784K
AMG
1536
Advisors Management Group
Wisconsin
$783K
WA
1537
Waddell & Associates
Tennessee
$781K
SIM
1538
Sentry Investment Management
Wisconsin
$780K
SIA
1539
Strategic Investment Advisors
Michigan
$779K
CIC
1540
Cutler Investment Counsel
Oregon
$779K
CUAMC
1541
China Universal Asset Management Company
China
$778K
CB
1542
Cadence Bank
Mississippi
$777K
SFGM
1543
Stonebridge Financial Group (Missouri)
Missouri
$776K
EGA
1544
Eagle Global Advisors
Texas
$772K
SB
1545
Sunflower Bank
Texas
$771K
WA
1546
Wealth Architects
California
$769K
APW
1547
Austin Private Wealth
Texas
$769K
PMA
1548
Prudent Man Advisors
Illinois
$769K
TFIPS
1549
Towarzystwo Funduszy Inwestycyjnych PZU SA
$769K
VDC
1550
Van Diest Capital
Iowa
$767K