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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
IWA
1576
Icon Wealth Advisors
Texas
$754K
SAM
1577
Secure Asset Management
Michigan
$751K
OWIM
1578
Old West Investment Management
California
$749K
WMA
1579
West Michigan Advisors
Michigan
$749K
PAW
1580
Plan A Wealth
Nebraska
$747K
PI
1581
Parkside Investments
Illinois
$746K
IC
1582
Inscription Capital
Texas
$744K
AO
1583
Advisor OS
Illinois
$743K
BIG
1584
Brookwood Investment Group
Arizona
$743K
CIM
1585
Contravisory Investment Management
Massachusetts
$743K
GRQ
1586
Gardner Russo & Quinn
Pennsylvania
$742K
GIPW
1587
Granite Islands Private Wealth
Connecticut
$742K
HIG
1588
Heritage Investment Group
Florida
$737K
AI
1589
Atom Investors
Texas
$736K
MA
1590
MONECO Advisors
Connecticut
$732K
AF
1591
Atala Financial
California
$732K
ET
1592
Equitable Trust
Tennessee
$731K
CCWM
1593
Cassaday & Co Wealth Management
Virginia
$730K
VCAM
1594
Van Cleef Asset Management
Ohio
$729K
CA
1595
Claro Advisors
Massachusetts
$728K
FWTB
1596
First Western Trust Bank
Colorado
$728K
SWM
1597
SilverOak Wealth Management
Minnesota
$727K
APG
1598
Abacus Planning Group
South Carolina
$726K
EWA
1599
Elevate Wealth Advisory
Georgia
$725K
ZI
1600
ZEGA Investments
Florida
$724K