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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
CCG
2051
Cypress Capital Group
Florida
$385K
BC
2052
Brio Consultants
California
$384K
FGI
2053
Foresight Global Investors
New York
$384K
VW
2054
Vantus Wealth
Pennsylvania
$383K
LWA
2055
Legacy Wealth Advisors
Florida
$383K
PCM
2056
Polymer Capital Management
New York
$383K
MWP
2057
Madison Wealth Partners
Wisconsin
$382K
TFA
2058
Tobias Financial Advisors
Florida
$382K
LCS
2059
Levin Capital Strategies
New York
$382K
KFS
2060
Keynote Financial Services
Connecticut
$382K
LA
2061
Lifeworks Advisors
Michigan
$382K
AMBIA
2062
Allen Mooney & Barnes Investment Advisors
Georgia
$382K
MG
2063
Marex Group
$378K
SIM
2064
SSI Investment Management
California
$378K
DWS
2065
Discipline Wealth Solutions
South Carolina
$377K
AIM
2066
Avity Investment Management
Connecticut
$377K
JWM
2067
JGP Wealth Management
Oregon
$377K
PSP
2068
Principal Street Partners
Tennessee
$376K
WAM
2069
Weinberger Asset Management
California
$376K
NLP
2070
Next Level Private
New York
$376K
CBT
2071
CoreFirst Bank & Trust
Kansas
$376K
MAMU
2072
Myriad Asset Management US
Florida
$376K
BHWM
2073
Bar Harbor Wealth Management
New Hampshire
$376K
PCA
2074
Peddock Capital Advisors
Massachusetts
$375K
JHP
2075
James Hambro & Partners
United Kingdom
$375K