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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 increasing their positions, 989 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:

8% more funds holding

Funds holding: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,866
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
SIM
1551
Sentry Investment Management
Wisconsin
$780K
SIA
1552
Strategic Investment Advisors
Michigan
$779K
CIC
1553
Cutler Investment Counsel
Oregon
$779K
CUAMC
1554
China Universal Asset Management Company
China
$778K
CB
1555
Cadence Bank
Mississippi
$777K
SFGM
1556
Stonebridge Financial Group (Missouri)
Missouri
$776K
EGA
1557
Eagle Global Advisors
Texas
$772K
SB
1558
Sunflower Bank
Texas
$771K
WA
1559
Wealth Architects
California
$769K
APW
1560
Austin Private Wealth
Texas
$769K
PMA
1561
Prudent Man Advisors
Illinois
$769K
TFIPS
1562
Towarzystwo Funduszy Inwestycyjnych PZU SA
$769K
VDC
1563
Van Diest Capital
Iowa
$767K
Legacy Financial Group (Iowa)
1564
Legacy Financial Group (Iowa)
Iowa
$765K
KCAM
1565
Kagan Cocozza Asset Management
New Jersey
$765K
RLH
1566
RD Lewis Holdings
Florida
$762K
CBA
1567
Coastal Bridge Advisors
Connecticut
$760K
WC
1568
Whitney & Co
New York
$759K
TCBWMS
1569
Texas Capital Bank Wealth Management Services
Texas
$759K
PPG
1570
Peak Planning Group
Colorado
$757K
RWM
1571
RKL Wealth Management
Pennsylvania
$757K
FA
1572
Fermata Advisors
California
$757K
KLCM
1573
KG&L Capital Management
Louisiana
$756K
HR
1574
Hardy Reed
Mississippi
$756K
AWAU
1575
Alliance Wealth Advisors (Utah)
Utah
$755K