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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
LWL
1801
Leo Wealth LLC
Texas
$557K
MA
1802
Mezzasalma Advisors
New Jersey
$555K
AMIM
1803
Aull & Monroe Investment Management
Alabama
$554K
CWP
1804
Curated Wealth Partners
California
$552K
PTB
1805
Pioneer Trust Bank
Oregon
$550K
GCM
1806
G2 Capital Management
Ohio
$549K
FCAS
1807
First Command Advisory Services
Texas
$549K
BPAMU
1808
BTG Pactual Asset Management US
New York
$549K
SC
1809
Searle & Co
Connecticut
$549K
BWM
1810
BCS Wealth Management
Tennessee
$548K
CPC
1811
Cookson Peirce & Co
Pennsylvania
$548K
NP
1812
Ninepoint Partners
Ontario, Canada
$548K
CCAM
1813
Cascades Capital Asset Management
North Carolina
$548K
SWM
1814
Silverlake Wealth Management
Vermont
$547K
AWA
1815
Alaska Wealth Advisors
Alaska
$546K
DSC
1816
Duncker Streett & Co
Missouri
$545K
FCA
1817
FLC Capital Advisors
California
$544K
VSQM
1818
V-Square Quantitative Management
Illinois
$543K
CIM
1819
Cambria Investment Management
California
$541K
AFG
1820
Allegheny Financial Group
Pennsylvania
$541K
DAM
1821
Deltec Asset Management
New York
$541K
XT
1822
XTX Topco
Cayman Islands
$539K
LHP
1823
Lexington Hill Partners
Texas
$539K
ITIM
1824
Indiana Trust & Investment Management
Indiana
$539K
MFC
1825
Morris Financial Concepts
South Carolina
$539K