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