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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
IP
1926
Ignite Planners
California
$450K
GA
1927
GFS Advisors
Texas
$448K
BDF
1928
Black Diamond Financial
Maryland
$448K
GITFIT
1929
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$447K
DCM
1930
Donaldson Capital Management
Indiana
$447K
RWP
1931
Revolve Wealth Partners
New Jersey
$447K
SAM
1932
Strategy Asset Managers
California
$446K
SP
1933
Stonebrook Private
Michigan
$444K
RWA
1934
Roberts Wealth Advisors
California
$443K
MCCA
1935
Mill Creek Capital Advisors
Pennsylvania
$443K
GSWM
1936
Golden State Wealth Management
California
$442K
ALA
1937
Atlas Legacy Advisors
California
$442K
SIAG
1938
Safeguard Investment Advisory Group
California
$441K
HA
1939
HFG Advisors
Ohio
$441K
AIA
1940
Alternative Investment Advisors
Florida
$440K
PMFA
1941
Plante Moran Financial Advisors
Michigan
$440K
MAM
1942
Martingale Asset Management
Massachusetts
$440K
KFP
1943
Kerr Financial Planning
California
$440K
DWM
1944
Destination Wealth Management
California
$439K
FI
1945
Fosun International
China
$438K
FCMT
1946
Founders Capital Management (Texas)
Texas
$438K
CSC
1947
Caldwell Sutter Capital
California
$438K
GWA
1948
Gratus Wealth Advisors
Virginia
$438K
AA
1949
ALPS Advisors
Colorado
$437K
CPCM
1950
Cardinal Point Capital Management
Ontario, Canada
$436K