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Wells Fargo

2,855 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: 2,6432,855 (+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
2,855
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
SFGM
1551
Stonebridge Financial Group (Missouri)
Missouri
$776K
EGA
1552
Eagle Global Advisors
Texas
$772K
SB
1553
Sunflower Bank
Texas
$771K
WA
1554
Wealth Architects
California
$769K
APW
1555
Austin Private Wealth
Texas
$769K
PMA
1556
Prudent Man Advisors
Illinois
$769K
TFIPS
1557
Towarzystwo Funduszy Inwestycyjnych PZU SA
$769K
VDC
1558
Van Diest Capital
Iowa
$767K
Legacy Financial Group (Iowa)
1559
Legacy Financial Group (Iowa)
Iowa
$765K
KCAM
1560
Kagan Cocozza Asset Management
New Jersey
$765K
RLH
1561
RD Lewis Holdings
Florida
$762K
CBA
1562
Coastal Bridge Advisors
Connecticut
$760K
WC
1563
Whitney & Co
New York
$759K
TCBWMS
1564
Texas Capital Bank Wealth Management Services
Texas
$759K
PPG
1565
Peak Planning Group
Colorado
$757K
RWM
1566
RKL Wealth Management
Pennsylvania
$757K
FA
1567
Fermata Advisors
California
$757K
KLCM
1568
KG&L Capital Management
Louisiana
$756K
HR
1569
Hardy Reed
Mississippi
$756K
AWAU
1570
Alliance Wealth Advisors (Utah)
Utah
$755K
IWA
1571
Icon Wealth Advisors
Texas
$754K
SAM
1572
Secure Asset Management
Michigan
$751K
OWIM
1573
Old West Investment Management
California
$749K
WMA
1574
West Michigan Advisors
Michigan
$749K
PAW
1575
Plan A Wealth
Nebraska
$747K