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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
Cohen & Steers
2376
Cohen & Steers
New York
$252K
FWP
2377
Firethorn Wealth Partners
Georgia
$252K
BIA
2378
Beacon Investment Advisors
Maryland
$252K
SF
2379
SWP Financial
California
$251K
BBA
2380
Braun-Bostich & Associates
Pennsylvania
$250K
RA
2381
Riversedge Advisors
Delaware
$250K
GAM
2382
Grandview Asset Management
Pennsylvania
$250K
WPA
2383
West Paces Advisors
Georgia
$250K
WFPG
2384
Waller Financial Planning Group
Ohio
$249K
LFWA
2385
LiftPoint Family Wealth Advisors
New Jersey
$249K
AWA
2386
AGH Wealth Advisors
Kansas
$248K
NCM
2387
NCM Capital Management
New Jersey
$248K
ITB
2388
Idaho Trust Bank
Idaho
$248K
KFS
2389
Kurt F. Somerville
$247K
CCP
2390
Clarkston Capital Partners
Michigan
$247K
SCM
2391
Spring Capital Management
Texas
$246K
GSIAS
2392
Garden State Investment Advisory Services
New Jersey
$245K
BPC
2393
Bearing Point Capital
Minnesota
$244K
IWP
2394
Innova Wealth Partners
Pennsylvania
$244K
CA
2395
Cannon Advisors
North Carolina
$244K
BST
2396
Bath Savings Trust
Maine
$243K
WF
2397
Whelan Financial
California
$243K
EP
2398
Essential Planning
New Hampshire
$242K
CA
2399
Calton & Associates
Florida
$242K
BONST
2400
Bank of Nova Scotia Trust
Ontario, Canada
$241K