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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
PI
1576
Parkside Investments
Illinois
$746K
IC
1577
Inscription Capital
Texas
$744K
AO
1578
Advisor OS
Illinois
$743K
BIG
1579
Brookwood Investment Group
Arizona
$743K
CIM
1580
Contravisory Investment Management
Massachusetts
$743K
GRQ
1581
Gardner Russo & Quinn
Pennsylvania
$742K
GIPW
1582
Granite Islands Private Wealth
Connecticut
$742K
HIG
1583
Heritage Investment Group
Florida
$737K
AI
1584
Atom Investors
Texas
$736K
MA
1585
MONECO Advisors
Connecticut
$732K
AF
1586
Atala Financial
California
$732K
ET
1587
Equitable Trust
Tennessee
$731K
CCWM
1588
Cassaday & Co Wealth Management
Virginia
$730K
VCAM
1589
Van Cleef Asset Management
Ohio
$729K
CA
1590
Claro Advisors
Massachusetts
$728K
FWTB
1591
First Western Trust Bank
Colorado
$728K
SWM
1592
SilverOak Wealth Management
Minnesota
$727K
APG
1593
Abacus Planning Group
South Carolina
$726K
EWA
1594
Elevate Wealth Advisory
Georgia
$725K
ZI
1595
ZEGA Investments
Florida
$724K
CA
1596
Cornerstone Advisory
Maryland
$724K
PCMN
1597
Paradigm Capital Management (Nevada)
Nevada
$723K
SAM
1598
Summit Asset Management
Tennessee
$723K
WTFG
1599
Wood Tarver Financial Group
Idaho
$722K
CSPIA
1600
Cary Street Partners Investment Advisory
Virginia
$722K