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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
KLCM
1576
KG&L Capital Management
Louisiana
$756K
HR
1577
Hardy Reed
Mississippi
$756K
AWAU
1578
Alliance Wealth Advisors (Utah)
Utah
$755K
IWA
1579
Icon Wealth Advisors
Texas
$754K
SAM
1580
Secure Asset Management
Michigan
$751K
OWIM
1581
Old West Investment Management
California
$749K
WMA
1582
West Michigan Advisors
Michigan
$749K
PAW
1583
Plan A Wealth
Nebraska
$747K
PI
1584
Parkside Investments
Illinois
$746K
IC
1585
Inscription Capital
Texas
$744K
AO
1586
Advisor OS
Illinois
$743K
BIG
1587
Brookwood Investment Group
Arizona
$743K
CIM
1588
Contravisory Investment Management
Massachusetts
$743K
GRQ
1589
Gardner Russo & Quinn
Pennsylvania
$742K
GIPW
1590
Granite Islands Private Wealth
Connecticut
$742K
HIG
1591
Heritage Investment Group
Florida
$737K
AI
1592
Atom Investors
Texas
$736K
MA
1593
MONECO Advisors
Connecticut
$732K
AF
1594
Atala Financial
California
$732K
ET
1595
Equitable Trust
Tennessee
$731K
CCWM
1596
Cassaday & Co Wealth Management
Virginia
$730K
VCAM
1597
Van Cleef Asset Management
Ohio
$729K
CA
1598
Claro Advisors
Massachusetts
$728K
FWTB
1599
First Western Trust Bank
Colorado
$728K
SWM
1600
SilverOak Wealth Management
Minnesota
$727K