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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
BWM
1801
BCS Wealth Management
Tennessee
$548K
CPC
1802
Cookson Peirce & Co
Pennsylvania
$548K
NP
1803
Ninepoint Partners
Ontario, Canada
$548K
CCAM
1804
Cascades Capital Asset Management
North Carolina
$548K
SWM
1805
Silverlake Wealth Management
Vermont
$547K
AWA
1806
Alaska Wealth Advisors
Alaska
$546K
DSC
1807
Duncker Streett & Co
Missouri
$545K
FCA
1808
FLC Capital Advisors
California
$544K
VSQM
1809
V-Square Quantitative Management
Illinois
$543K
CIM
1810
Cambria Investment Management
California
$541K
AFG
1811
Allegheny Financial Group
Pennsylvania
$541K
DAM
1812
Deltec Asset Management
New York
$541K
XT
1813
XTX Topco
Cayman Islands
$539K
LHP
1814
Lexington Hill Partners
Texas
$539K
ITIM
1815
Indiana Trust & Investment Management
Indiana
$539K
MFC
1816
Morris Financial Concepts
South Carolina
$539K
GCA
1817
Gallagher Capital Advisors
Texas
$538K
SFS
1818
Stiles Financial Services
Minnesota
$537K
EFG
1819
Elevated Financial Group
Indiana
$537K
CAM
1820
Campion Asset Management
Virginia
$537K
AIA
1821
AssuredPartners Investment Advisors
Florida
$536K
1C
1822
111 Capital
France
$536K
FCFC
1823
First Citizens Financial Corp
Iowa
$535K
DWM
1824
Denver Wealth Management
Colorado
$533K
TW
1825
Traveka Wealth
California
$533K