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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
Legacy Financial Group (Iowa)
1551
Legacy Financial Group (Iowa)
Iowa
$765K
KCAM
1552
Kagan Cocozza Asset Management
New Jersey
$765K
RLH
1553
RD Lewis Holdings
Florida
$762K
CBA
1554
Coastal Bridge Advisors
Connecticut
$760K
WC
1555
Whitney & Co
New York
$759K
TCBWMS
1556
Texas Capital Bank Wealth Management Services
Texas
$759K
PPG
1557
Peak Planning Group
Colorado
$757K
RWM
1558
RKL Wealth Management
Pennsylvania
$757K
FA
1559
Fermata Advisors
California
$757K
KLCM
1560
KG&L Capital Management
Louisiana
$756K
HR
1561
Hardy Reed
Mississippi
$756K
AWAU
1562
Alliance Wealth Advisors (Utah)
Utah
$755K
IWA
1563
Icon Wealth Advisors
Texas
$754K
SAM
1564
Secure Asset Management
Michigan
$751K
OWIM
1565
Old West Investment Management
California
$749K
WMA
1566
West Michigan Advisors
Michigan
$749K
PAW
1567
Plan A Wealth
Nebraska
$747K
PI
1568
Parkside Investments
Illinois
$746K
IC
1569
Inscription Capital
Texas
$744K
AO
1570
Advisor OS
Illinois
$743K
BIG
1571
Brookwood Investment Group
Arizona
$743K
CIM
1572
Contravisory Investment Management
Massachusetts
$743K
GRQ
1573
Gardner Russo & Quinn
Pennsylvania
$742K
GIPW
1574
Granite Islands Private Wealth
Connecticut
$742K
HIG
1575
Heritage Investment Group
Florida
$737K