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Wells Fargo

2,854 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: 2,6422,854 (+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
2,854
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
MAM
1951
Martingale Asset Management
Massachusetts
$440K
KFP
1952
Kerr Financial Planning
California
$440K
DWM
1953
Destination Wealth Management
California
$439K
FI
1954
Fosun International
China
$438K
FCMT
1955
Founders Capital Management (Texas)
Texas
$438K
CSC
1956
Caldwell Sutter Capital
California
$438K
GWA
1957
Gratus Wealth Advisors
Virginia
$438K
AA
1958
ALPS Advisors
Colorado
$437K
CPCM
1959
Cardinal Point Capital Management
Ontario, Canada
$436K
WIM
1960
Warwick Investment Management
Texas
$435K
BGAI
1961
Bruce G. Allen Investments
Colorado
$435K
OWCM
1962
One Wealth Capital Management
Arizona
$433K
DGI
1963
Diesslin Group, Inc.
Texas
$432K
TWA
1964
Talisman Wealth Advisors
New Jersey
$432K
HNWAG
1965
High Net Worth Advisory Group
Florida
$431K
BI
1966
Ballast Inc
Kentucky
$429K
CFS
1967
CRA Financial Services
New Jersey
$429K
PC
1968
Prairiewood Capital
North Dakota
$428K
MCWA
1969
Meadow Creek Wealth Advisors
Georgia
$427K
IQI
1970
Integrated Quantitative Investments
Washington
$427K
CFG
1971
Copley Financial Group
California
$427K
WAAG
1972
Wealth Alliance Advisory Group
Kansas
$426K
CGH
1973
CMG Global Holdings
Texas
$426K
NBWM
1974
North Berkeley Wealth Management
California
$426K
PSC
1975
Prentiss Smith & Co
Vermont
$425K