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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
VAG
1851
VisionPoint Advisory Group
Texas
$505K
FIM
1852
Fruth Investment Management
Texas
$504K
OC
1853
Opal Capital
Florida
$504K
EMAM
1854
Encompass More Asset Management
California
$503K
SNBOSD
1855
Security National Bank of So Dak
Iowa
$499K
GWM
1856
GK Wealth Management
Nevada
$498K
VCP
1857
Vista Capital Partners
Oregon
$498K
ACM
1858
Arcataur Capital Management
Wisconsin
$497K
4WM
1859
49 Wealth Management
Texas
$496K
RFA
1860
Register Financial Advisors
Georgia
$495K
MFS
1861
Mirabella Financial Services
United Kingdom
$495K
NWWA
1862
New Wave Wealth Advisors
Arkansas
$493K
CT
1863
Colonial Trust
South Carolina
$493K
RA
1864
Rational Advisors
New York
$493K
BFS
1865
BridgePort Financial Solutions
Iowa
$493K
SHGA
1866
Sand Hill Global Advisors
California
$490K
JSSH
1867
J. Safra Sarasin Holding
$489K
NFC
1868
Northstar Financial Companies
Pennsylvania
$489K
MWM
1869
M3 Wealth Management
Ohio
$489K
MPCG
1870
Matrix Private Capital Group
New York
$485K
Fiera Capital (Canada)
1871
Fiera Capital (Canada)
Quebec, Canada
$484K
ACM
1872
Ayrshire Capital Management
Connecticut
$484K
AI
1873
AdvisorShares Investments
Maryland
$483K
WSA
1874
Wealth Science Advisors
Georgia
$483K
IB
1875
Intrust Bank
Kansas
$482K