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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
SAM
1951
Strategy Asset Managers
California
$446K
SP
1952
Stonebrook Private
Michigan
$444K
RWA
1953
Roberts Wealth Advisors
California
$443K
MCCA
1954
Mill Creek Capital Advisors
Pennsylvania
$443K
GSWM
1955
Golden State Wealth Management
California
$442K
ALA
1956
Atlas Legacy Advisors
California
$442K
SIAG
1957
Safeguard Investment Advisory Group
California
$441K
HA
1958
HFG Advisors
Ohio
$441K
AIA
1959
Alternative Investment Advisors
Florida
$440K
PMFA
1960
Plante Moran Financial Advisors
Michigan
$440K
MAM
1961
Martingale Asset Management
Massachusetts
$440K
KFP
1962
Kerr Financial Planning
California
$440K
DWM
1963
Destination Wealth Management
California
$439K
FI
1964
Fosun International
China
$438K
FCMT
1965
Founders Capital Management (Texas)
Texas
$438K
CSC
1966
Caldwell Sutter Capital
California
$438K
GWA
1967
Gratus Wealth Advisors
Virginia
$438K
AA
1968
ALPS Advisors
Colorado
$437K
CPCM
1969
Cardinal Point Capital Management
Ontario, Canada
$436K
WIM
1970
Warwick Investment Management
Texas
$435K
BGAI
1971
Bruce G. Allen Investments
Colorado
$435K
OWCM
1972
One Wealth Capital Management
Arizona
$433K
DG
1973
Diesslin Group
Texas
$432K
TWA
1974
Talisman Wealth Advisors
New Jersey
$432K
HNWAG
1975
High Net Worth Advisory Group
Florida
$431K