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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 increasing their positions, 989 reducing their positions, and 110 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,869
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
$3.85B
Puts
$5.44B
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
FFA
1926
Founders Financial Alliance
North Carolina
$461K
MWM
1927
Maripau Wealth Management
Indiana
$460K
THL
1928
Tillman Hartley LLC
Colorado
$459K
MAM
1929
MMA Asset Management
Pennsylvania
$459K
CD
1930
Chapin Davis
Maryland
$459K
KNW
1931
Kesler Norman & Wride
Utah
$459K
SP
1932
Successful Portfolios
Florida
$459K
DWAM
1933
Duncan Williams Asset Management
Tennessee
$458K
MCA
1934
Millennium Capital Advisors
Arkansas
$458K
TVM
1935
True Vision MN
Minnesota
$457K
KFC
1936
Klingenstein Fields & Co
New York
$457K
BCM
1937
Buckhead Capital Management
Georgia
$456K
WAM
1938
Walker Asset Management
Missouri
$456K
BFP
1939
Brewster Financial Planning
New York
$456K
SIC
1940
Samalin Investment Counsel
New York
$455K
SGCA
1941
Steel Grove Capital Advisors
Tennessee
$455K
JWM
1942
Jacksonville Wealth Management
Florida
$452K
HCA
1943
Heck Capital Advisors
Wisconsin
$451K
TI
1944
tru Independence
Oregon
$451K
IP
1945
Ignite Planners
California
$450K
GA
1946
GFS Advisors
Texas
$448K
BDF
1947
Black Diamond Financial
Maryland
$448K
GITFIT
1948
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$447K
DCM
1949
Donaldson Capital Management
Indiana
$447K
RWP
1950
Revolve Wealth Partners
New Jersey
$447K