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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
LCS
2076
Levin Capital Strategies
New York
$382K
KFS
2077
Keynote Financial Services
Connecticut
$382K
LA
2078
Lifeworks Advisors
Michigan
$382K
AMBIA
2079
Allen Mooney & Barnes Investment Advisors
Georgia
$382K
KIA
2080
Koenig Investment Advisory
Oregon
$379K
MG
2081
Marex Group
$378K
SIM
2082
SSI Investment Management
California
$378K
DWS
2083
Discipline Wealth Solutions
South Carolina
$377K
AIM
2084
Avity Investment Management
Connecticut
$377K
JWM
2085
JGP Wealth Management
Oregon
$377K
PSP
2086
Principal Street Partners
Tennessee
$376K
WAM
2087
Weinberger Asset Management
California
$376K
NLP
2088
Next Level Private
New York
$376K
CBT
2089
CoreFirst Bank & Trust
Kansas
$376K
MAMU
2090
Myriad Asset Management US
Florida
$376K
BHWM
2091
Bar Harbor Wealth Management
New Hampshire
$376K
PCA
2092
Peddock Capital Advisors
Massachusetts
$375K
JHP
2093
James Hambro & Partners
United Kingdom
$375K
MFF
2094
Michels Family Financial
Texas
$374K
LC
2095
Lawood & Co
Pennsylvania
$373K
BFW
2096
Brady Family Wealth
Missouri
$373K
UBV
2097
United Bank (Virginia)
Virginia
$373K
EP
2098
EPIQ Partners
Minnesota
$373K
BI
2099
Bramshill Investments
Florida
$373K
SQA
2100
Simon Quick Advisors
New Jersey
$373K