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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
NFP
1776
Narus Financial Partners
Utah
$562K
PA
1777
Procyon Advisors
Connecticut
$561K
GCA
1778
Gradient Capital Advisors
California
$561K
ACM
1779
Ategra Capital Management
Virginia
$559K
NL
1780
NWAM LLC
Washington
$558K
AIM
1781
Acropolis Investment Management
Missouri
$558K
SMWM
1782
Silvia McColl Wealth Management
California
$558K
LWL
1783
Leo Wealth LLC
Texas
$557K
MA
1784
Mezzasalma Advisors
New Jersey
$555K
AMIM
1785
Aull & Monroe Investment Management
Alabama
$554K
CWP
1786
Curated Wealth Partners
California
$552K
PTB
1787
Pioneer Trust Bank
Oregon
$550K
GCM
1788
G2 Capital Management
Ohio
$549K
FCAS
1789
First Command Advisory Services
Texas
$549K
BPAMU
1790
BTG Pactual Asset Management US
New York
$549K
SC
1791
Searle & Co
Connecticut
$549K
BWM
1792
BCS Wealth Management
Tennessee
$548K
CPC
1793
Cookson Peirce & Co
Pennsylvania
$548K
NP
1794
Ninepoint Partners
Ontario, Canada
$548K
CCAM
1795
Cascades Capital Asset Management
North Carolina
$548K
SWM
1796
Silverlake Wealth Management
Vermont
$547K
AWA
1797
Alaska Wealth Advisors
Alaska
$546K
DSC
1798
Duncker Streett & Co
Missouri
$545K
FCA
1799
FLC Capital Advisors
California
$544K
VSQM
1800
V-Square Quantitative Management
Illinois
$543K