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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
RPGK
2226
Retirement Planning Group (Kansas)
Kansas
$306K
CAM
2227
Claret Asset Management
Quebec, Canada
$306K
HC
2228
Hara Capital
Washington
$305K
ACA
2229
Affinity Capital Advisors
California
$305K
CFA
2230
Capstone Financial Advisors
Illinois
$304K
FM
2231
Foster & Motley
Ohio
$304K
GIA
2232
Guyasuta Investment Advisors
Pennsylvania
$304K
PCMC
2233
Paragon Capital Management (Colorado)
Colorado
$303K
BIG
2234
Builder Investment Group
Georgia
$303K
RC
2235
Rovin Capital
Arizona
$302K
GWM
2236
GDS Wealth Management
Texas
$302K
FWM
2237
Finer Wealth Management
Massachusetts
$301K
OIS
2238
Okabena Investment Services
Minnesota
$301K
BSB
2239
Bangor Savings Bank
Maine
$300K
SPI
2240
Sutton Place Investors
New York
$300K
API
2241
Asset Planning Inc
California
$300K
BWM
2242
BNC Wealth Management
Oregon
$300K
CSB
2243
City State Bank
Iowa
$300K
SRM
2244
Shelter Rock Management
New York
$299K
EWA
2245
Emergent Wealth Advisors
New York
$299K
MTIC
2246
Missouri Trust & Investment Company
Missouri
$299K
HGWM
2247
Horst & Graben Wealth Management
Oregon
$298K
CIA
2248
Caledonia Investments (Australia)
Australia
$298K
KOMWMG
2249
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$298K
DDC
2250
DF Dent & Co
Maryland
$297K