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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
EP
2101
EPIQ Partners
Minnesota
$373K
BI
2102
Bramshill Investments
Florida
$373K
SQA
2103
Simon Quick Advisors
New Jersey
$373K
MA
2104
MJP Associates
Connecticut
$371K
SL
2105
StoryOne LLC
Kansas
$371K
IAG
2106
Investment Advisory Group
Massachusetts
$371K
MO
2107
McMillan Office
Michigan
$371K
1L
2108
10Elms LLP
Oklahoma
$370K
WCFA
2109
Walkner Condon Financial Advisors
Wisconsin
$369K
KA
2110
Kure Advisory
Minnesota
$369K
PPWM
2111
Paragon Private Wealth Management
Kentucky
$369K
UWPG
2112
Ullmann Wealth Partners Group
Florida
$369K
NWM
2113
Northcape Wealth Management
New York
$369K
GWWM
2114
Great Waters Wealth Management
Minnesota
$367K
SIC
2115
SJS Investment Consulting
Ohio
$367K
IWA
2116
Integrity Wealth Advisors
California
$366K
VC
2117
Vicus Capital
Pennsylvania
$365K
ACP
2118
Argyle Capital Partners
California
$364K
NDSI
2119
Newman Dignan & Sheerar Inc
Rhode Island
$364K
MIP
2120
Marietta Investment Partners
Wisconsin
$363K
SWA
2121
SFMG Wealth Advisors
Texas
$363K
MFS
2122
Madrona Financial Services
Washington
$363K
DWM
2123
DecisionMap Wealth Management
Virginia
$362K
RWM
2124
Riverbend Wealth Management
South Carolina
$362K
AT
2125
Adelphi Trust
Florida
$361K