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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
JFA
1551
JNBA Financial Advisors
Minnesota
$784K
AMG
1552
Advisors Management Group
Wisconsin
$783K
WA
1553
Waddell & Associates
Tennessee
$781K
SIM
1554
Sentry Investment Management
Wisconsin
$780K
SIA
1555
Strategic Investment Advisors
Michigan
$779K
CIC
1556
Cutler Investment Counsel
Oregon
$779K
CUAMC
1557
China Universal Asset Management Company
China
$778K
CB
1558
Cadence Bank
Mississippi
$777K
SFGM
1559
Stonebridge Financial Group (Missouri)
Missouri
$776K
EGA
1560
Eagle Global Advisors
Texas
$772K
SB
1561
Sunflower Bank
Texas
$771K
WA
1562
Wealth Architects
California
$769K
APW
1563
Austin Private Wealth
Texas
$769K
PMA
1564
Prudent Man Advisors
Illinois
$769K
TFIPS
1565
Towarzystwo Funduszy Inwestycyjnych PZU SA
$769K
VDC
1566
Van Diest Capital
Iowa
$767K
Legacy Financial Group (Iowa)
1567
Legacy Financial Group (Iowa)
Iowa
$765K
KCAM
1568
Kagan Cocozza Asset Management
New Jersey
$765K
RLH
1569
RD Lewis Holdings
Florida
$762K
CBA
1570
Coastal Bridge Advisors
Connecticut
$760K
WC
1571
Whitney & Co
New York
$759K
TCBWMS
1572
Texas Capital Bank Wealth Management Services
Texas
$759K
PPG
1573
Peak Planning Group
Colorado
$757K
RWM
1574
RKL Wealth Management
Pennsylvania
$757K
FA
1575
Fermata Advisors
California
$757K