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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
JSSH
1876
J. Safra Sarasin Holding
$489K
NFC
1877
Northstar Financial Companies
Pennsylvania
$489K
MWM
1878
M3 Wealth Management
Ohio
$489K
MPCG
1879
Matrix Private Capital Group
New York
$485K
Fiera Capital (Canada)
1880
Fiera Capital (Canada)
Quebec, Canada
$484K
ACM
1881
Ayrshire Capital Management
Connecticut
$484K
AI
1882
AdvisorShares Investments
Maryland
$483K
WSA
1883
Wealth Science Advisors
Georgia
$483K
IB
1884
Intrust Bank
Kansas
$482K
SMC
1885
Smith, Moore & Co
Missouri
$481K
BFF
1886
Byrne Financial Freedom
Massachusetts
$481K
CIEC
1887
Crédit Industriel et Commercial
France
$481K
SSA
1888
Sierra Summit Advisors
Nevada
$480K
OAS
1889
Optivise Advisory Services
Tennessee
$479K
HFP
1890
Holistic Financial Partners
Indiana
$478K
APM
1891
Advanced Portfolio Management
New York
$478K
MSA
1892
Marino Stram & Associates
Massachusetts
$478K
BFA
1893
Brown Financial Advisors
Ohio
$478K
FFC
1894
First Financial Corp
Indiana
$478K
SFG
1895
Seamount Financial Group
Colorado
$478K
OIS
1896
OneAscent Investment Solutions
Alabama
$477K
WH
1897
Willner & Heller
California
$476K
QL
1898
Quarry LP
New York
$476K
SPA
1899
Sherbrooke Park Advisers
New York
$473K
BHIA
1900
Birch Hill Investment Advisors
Massachusetts
$473K