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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
LT
2401
Legacy Trust
Michigan
$241K
TYCC
2402
Texas Yale Capital Corp
Florida
$241K
RYIA
2403
Roehl & Yi Investment Advisors
Oregon
$241K
VHAM
2404
Van Hulzen Asset Management
California
$240K
CFFP
2405
Center for Financial Planning
Michigan
$239K
PIP
2406
Peachtree Investment Partners
Florida
$239K
IA
2407
Intellus Advisors
Florida
$239K
BB
2408
Bell Bank
North Dakota
$239K
SC
2409
Saturna Capital
Washington
$238K
PAI
2410
Pittenger & Anderson Inc
Nebraska
$238K
KFA
2411
Kapstone Financial Advisors
Ohio
$238K
FWA
2412
Flagship Wealth Advisors
Massachusetts
$238K
HIS
2413
Harvest Investment Services
Illinois
$238K
AF
2414
Affiance Financial
Minnesota
$238K
QFW
2415
QTR Family Wealth
Florida
$237K
MKC
2416
M. Kraus & Co
Vermont
$237K
CB
2417
Centennial Bank
Arkansas
$237K
IW
2418
Instrumental Wealth
Florida
$237K
GAM
2419
Gemmer Asset Management
California
$236K
TCOTS
2420
Trust Company of the South
North Carolina
$236K
ILI
2421
Invesco LLC (Illinois)
Illinois
$236K
VFP
2422
Verus Financial Partners
Virginia
$235K
AAS
2423
Asset Allocation Strategies
Michigan
$235K
CS
2424
Capital Square
Tennessee
$235K
GFM
2425
GF Fund Management
China
$235K