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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
AI
1576
Atom Investors
Texas
$736K
MA
1577
MONECO Advisors
Connecticut
$732K
AF
1578
Atala Financial
California
$732K
ET
1579
Equitable Trust
Tennessee
$731K
CCWM
1580
Cassaday & Co Wealth Management
Virginia
$730K
VCAM
1581
Van Cleef Asset Management
Ohio
$729K
CA
1582
Claro Advisors
Massachusetts
$728K
FWTB
1583
First Western Trust Bank
Colorado
$728K
SWM
1584
SilverOak Wealth Management
Minnesota
$727K
APG
1585
Abacus Planning Group
South Carolina
$726K
EWA
1586
Elevate Wealth Advisory
Georgia
$725K
ZI
1587
ZEGA Investments
Florida
$724K
CA
1588
Cornerstone Advisory
Maryland
$724K
PCMN
1589
Paradigm Capital Management (Nevada)
Nevada
$723K
SAM
1590
Summit Asset Management
Tennessee
$723K
WTFG
1591
Wood Tarver Financial Group
Idaho
$722K
CSPIA
1592
Cary Street Partners Investment Advisory
Virginia
$722K
5NPW
1593
55 North Private Wealth
Florida
$722K
AA
1594
Auxano Advisors
Washington
$721K
MAA
1595
Mraz Amerine & Associates
California
$721K
SPC
1596
Spirepoint Private Client
Florida
$721K
FWI
1597
Facet Wealth Inc
Maryland
$719K
PWM
1598
Pines Wealth Management
North Carolina
$719K
IFWM
1599
Institute for Wealth Management
Colorado
$718K
EW
1600
Elyxium Wealth
California
$716K