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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
CSB
2251
City State Bank
Iowa
$300K
SRM
2252
Shelter Rock Management
New York
$299K
EWA
2253
Emergent Wealth Advisors
New York
$299K
MTIC
2254
Missouri Trust & Investment Company
Missouri
$299K
HGWM
2255
Horst & Graben Wealth Management
Oregon
$298K
CIA
2256
Caledonia Investments (Australia)
Australia
$298K
KOMWMG
2257
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$298K
DDC
2258
DF Dent & Co
Maryland
$297K
BAM
2259
Brave Asset Management
New Jersey
$297K
GWM
2260
Greenwich Wealth Management
Connecticut
$297K
BFC
2261
Blue Fin Capital
Rhode Island
$296K
IAS
2262
Investment Advisory Services
Texas
$296K
AGC
2263
August Group Capital
$295K
PCM
2264
Penserra Capital Management
California
$295K
FWM
2265
Forza Wealth Management
Florida
$295K
VCM
2266
Vivaldi Capital Management
Illinois
$294K
WPW
2267
Watershed Private Wealth
Illinois
$294K
KCP
2268
Kera Capital Partners
California
$294K
AP
2269
Atwood & Palmer
Missouri
$294K
JWS
2270
Juncture Wealth Strategies
Arizona
$294K
TAP
2271
Tounjian Advisory Partners
Florida
$293K
SCA
2272
Scott Capital Advisors
Oregon
$293K
4A
2273
4Wealth Advisors
Illinois
$293K
WSFG
2274
Wall Street Financial Group
Illinois
$292K
HFAS
2275
Hummer Financial Advisory Services
Illinois
$291K