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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
NPT
2226
Nixon Peabody Trust
Massachusetts
$312K
CWP
2227
Core Wealth Partners
California
$311K
PCH
2228
PGIM Custom Harvest
New Jersey
$311K
NAM
2229
NTV Asset Management
West Virginia
$310K
FMN
2230
Financial Management Network
California
$309K
HPM
2231
Hoxton Planning & Management
West Virginia
$308K
CPCP
2232
Cedar Point Capital Partners
Iowa
$308K
JWM
2233
Johnson Wealth Management
North Dakota
$308K
WCM
2234
Washington Capital Management
Washington
$308K
VWA
2235
Vistica Wealth Advisors
California
$307K
HA
2236
HC Advisors
Georgia
$306K
RPGK
2237
Retirement Planning Group (Kansas)
Kansas
$306K
CAM
2238
Claret Asset Management
Quebec, Canada
$306K
HC
2239
Hara Capital
Washington
$305K
ACA
2240
Affinity Capital Advisors
California
$305K
CFA
2241
Capstone Financial Advisors
Illinois
$304K
FM
2242
Foster & Motley
Ohio
$304K
GIA
2243
Guyasuta Investment Advisors
Pennsylvania
$304K
PCMC
2244
Paragon Capital Management (Colorado)
Colorado
$303K
BIG
2245
Builder Investment Group
Georgia
$303K
RC
2246
Rovin Capital
Arizona
$302K
GWM
2247
GDS Wealth Management
Texas
$302K
FWM
2248
Finer Wealth Management
Massachusetts
$301K
OIS
2249
Okabena Investment Services
Minnesota
$301K
BSB
2250
Bangor Savings Bank
Maine
$300K