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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
CIM
1801
Cambria Investment Management
California
$541K
AFG
1802
Allegheny Financial Group
Pennsylvania
$541K
DAM
1803
Deltec Asset Management
New York
$541K
XT
1804
XTX Topco
Cayman Islands
$539K
LHP
1805
Lexington Hill Partners
Texas
$539K
ITIM
1806
Indiana Trust & Investment Management
Indiana
$539K
MFC
1807
Morris Financial Concepts
South Carolina
$539K
GCA
1808
Gallagher Capital Advisors
Texas
$538K
SFS
1809
Stiles Financial Services
Minnesota
$537K
EFG
1810
Elevated Financial Group
Indiana
$537K
CAM
1811
Campion Asset Management
Virginia
$537K
AIA
1812
AssuredPartners Investment Advisors
Florida
$536K
1C
1813
111 Capital
France
$536K
FCFC
1814
First Citizens Financial Corp
Iowa
$535K
DWM
1815
Denver Wealth Management
Colorado
$533K
TW
1816
Traveka Wealth
California
$533K
TPA
1817
Trivium Point Advisory
Connecticut
$532K
UF
1818
Univest Financial
Pennsylvania
$532K
BIA
1819
BHK Investment Advisors
Alabama
$529K
UWM
1820
Urban Wealth Management
California
$529K
CFP
1821
Cascade Financial Partners
California
$528K
SFC
1822
SYM Financial Corp
Indiana
$525K
AW
1823
Avion Wealth
Texas
$525K
CGPCS
1824
Capital Group Private Client Services
California
$525K
BFIC
1825
Bedell Frazier Investment Counselling
California
$525K