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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
DWS
2076
Discipline Wealth Solutions
South Carolina
$377K
AIM
2077
Avity Investment Management
Connecticut
$377K
JWM
2078
JGP Wealth Management
Oregon
$377K
PSP
2079
Principal Street Partners
Tennessee
$376K
WAM
2080
Weinberger Asset Management
California
$376K
NLP
2081
Next Level Private
New York
$376K
CBT
2082
CoreFirst Bank & Trust
Kansas
$376K
MAMU
2083
Myriad Asset Management US
Florida
$376K
BHWM
2084
Bar Harbor Wealth Management
New Hampshire
$376K
PCA
2085
Peddock Capital Advisors
Massachusetts
$375K
JHP
2086
James Hambro & Partners
United Kingdom
$375K
MFF
2087
Michels Family Financial
Texas
$374K
LC
2088
Lawood & Co
Pennsylvania
$373K
BFW
2089
Brady Family Wealth
Missouri
$373K
UBV
2090
United Bank (Virginia)
Virginia
$373K
EP
2091
EPIQ Partners
Minnesota
$373K
BI
2092
Bramshill Investments
Florida
$373K
SQA
2093
Simon Quick Advisors
New Jersey
$373K
MA
2094
MJP Associates
Connecticut
$371K
SL
2095
StoryOne LLC
Kansas
$371K
IAG
2096
Investment Advisory Group
Massachusetts
$371K
MO
2097
McMillan Office
Michigan
$371K
1L
2098
10Elms LLP
Oklahoma
$370K
WCFA
2099
Walkner Condon Financial Advisors
Wisconsin
$369K
KA
2100
Kure Advisory
Minnesota
$369K