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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
MAM
1926
MMA Asset Management
Pennsylvania
$459K
CD
1927
Chapin Davis
Maryland
$459K
KNW
1928
Kesler Norman & Wride
Utah
$459K
SP
1929
Successful Portfolios
Florida
$459K
DWAM
1930
Duncan Williams Asset Management
Tennessee
$458K
MCA
1931
Millennium Capital Advisors
Arkansas
$458K
TVM
1932
True Vision MN
Minnesota
$457K
KFC
1933
Klingenstein Fields & Co
New York
$457K
BCM
1934
Buckhead Capital Management
Georgia
$456K
WAM
1935
Walker Asset Management
Missouri
$456K
BFP
1936
Brewster Financial Planning
New York
$456K
SIC
1937
Samalin Investment Counsel
New York
$455K
SGCA
1938
Steel Grove Capital Advisors
Tennessee
$455K
JWM
1939
Jacksonville Wealth Management
Florida
$452K
HCA
1940
Heck Capital Advisors
Wisconsin
$451K
TI
1941
tru Independence
Oregon
$451K
IP
1942
Ignite Planners
California
$450K
GA
1943
GFS Advisors
Texas
$448K
BDF
1944
Black Diamond Financial
Maryland
$448K
GITFIT
1945
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$447K
DCM
1946
Donaldson Capital Management
Indiana
$447K
RWP
1947
Revolve Wealth Partners
New Jersey
$447K
SAM
1948
Strategy Asset Managers
California
$446K
SP
1949
Stonebrook Private
Michigan
$444K
RWA
1950
Roberts Wealth Advisors
California
$443K