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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
CC
2301
Constitution Capital
Connecticut
$280K
AT
2302
Avalon Trust
New Mexico
$280K
TIP
2303
Torray Investment Partners
Maryland
$280K
SOAMC
2304
Spirit of America Management Corp
New York
$280K
GFG
2305
Greenberg Financial Group
Arizona
$280K
CAM
2306
Cozad Asset Management
Illinois
$279K
SFG
2307
Sovereign Financial Group
Connecticut
$279K
WA
2308
WBH Advisory
Maryland
$279K
IA
2309
IFG Advisory
Georgia
$277K
MWA
2310
Muirfield Wealth Advisors
North Carolina
$276K
OHWP
2311
Oak Harbor Wealth Partners
North Carolina
$276K
FAM
2312
Flaharty Asset Management
Florida
$276K
TDC
2313
Thompson Davis & Co
Virginia
$276K
JWM
2314
Jessup Wealth Management
Ohio
$275K
UFA
2315
Uptown Financial Advisors
Texas
$274K
VBA
2316
von Borstel & Associates
Oregon
$274K
MFG
2317
MidWestOne Financial Group
Iowa
$273K
MAM
2318
McLean Asset Management
Virginia
$273K
HCM
2319
Hengehold Capital Management
Ohio
$272K
EIA
2320
Edgemoor Investment Advisors
Maryland
$272K
JTWM
2321
Jackson Thornton Wealth Management
Alabama
$271K
KL
2322
KWMG LLC
Kansas
$270K
HPBT
2323
Hickory Point Bank & Trust
Illinois
$270K
HNWA
2324
Henrickson Nauta Wealth Advisors
Michigan
$269K
SFG
2325
Sunburst Financial Group
Alabama
$269K