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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
DCA
2201
DB&C Advisors
Michigan
$319K
LCA
2202
Legend Capital Advisors
New York
$319K
BFO
2203
Boston Family Office
Massachusetts
$319K
WS
2204
Wilian Securities
Minnesota
$319K
CA
2205
Crewe Advisors
Utah
$318K
CAL
2206
Capital Advisors Ltd
Ohio
$317K
FFC
2207
Frederick Financial Consultants
Maryland
$317K
VC
2208
Veery Capital
Delaware
$316K
OC
2209
Oakworth Capital
Alabama
$316K
TC
2210
Trilogy Capital
California
$314K
IFA
2211
Index Fund Advisors
California
$313K
FCM
2212
Fortis Capital Management
Washington
$313K
FC
2213
Farringdon Capital
United Kingdom
$313K
ETS
2214
ESL Trust Services
New York
$312K
NPT
2215
Nixon Peabody Trust
Massachusetts
$312K
CWP
2216
Core Wealth Partners
California
$311K
PCH
2217
PGIM Custom Harvest
New Jersey
$311K
NAM
2218
NTV Asset Management
West Virginia
$310K
FMN
2219
Financial Management Network
California
$309K
HPM
2220
Hoxton Planning & Management
West Virginia
$308K
CPCP
2221
Cedar Point Capital Partners
Iowa
$308K
JWM
2222
Johnson Wealth Management
North Dakota
$308K
WCM
2223
Washington Capital Management
Washington
$308K
VWA
2224
Vistica Wealth Advisors
California
$307K
HA
2225
HC Advisors
Georgia
$306K