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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
KFC
1926
Klingenstein Fields & Co
New York
$457K
BCM
1927
Buckhead Capital Management
Georgia
$456K
WAM
1928
Walker Asset Management
Missouri
$456K
BFP
1929
Brewster Financial Planning
New York
$456K
SIC
1930
Samalin Investment Counsel
New York
$455K
SGCA
1931
Steel Grove Capital Advisors
Tennessee
$455K
JWM
1932
Jacksonville Wealth Management
Florida
$452K
HCA
1933
Heck Capital Advisors
Wisconsin
$451K
TI
1934
tru Independence
Oregon
$451K
IP
1935
Ignite Planners
California
$450K
GA
1936
GFS Advisors
Texas
$448K
BDF
1937
Black Diamond Financial
Maryland
$448K
GITFIT
1938
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$447K
DCM
1939
Donaldson Capital Management
Indiana
$447K
RWP
1940
Revolve Wealth Partners
New Jersey
$447K
SAM
1941
Strategy Asset Managers
California
$446K
SP
1942
Stonebrook Private
Michigan
$444K
RWA
1943
Roberts Wealth Advisors
California
$443K
MCCA
1944
Mill Creek Capital Advisors
Pennsylvania
$443K
GSWM
1945
Golden State Wealth Management
California
$442K
ALA
1946
Atlas Legacy Advisors
California
$442K
SIAG
1947
Safeguard Investment Advisory Group
California
$441K
HA
1948
HFG Advisors
Ohio
$441K
AIA
1949
Alternative Investment Advisors
Florida
$440K
PMFA
1950
Plante Moran Financial Advisors
Michigan
$440K