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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,872
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
CCP
2401
Clarkston Capital Partners
Michigan
$247K
KFS
2402
Kurt F. Somerville
$247K
SCM
2403
Spring Capital Management
Texas
$246K
GSIAS
2404
Garden State Investment Advisory Services
New Jersey
$245K
BPC
2405
Bearing Point Capital
Minnesota
$244K
IWP
2406
Innova Wealth Partners
Pennsylvania
$244K
CA
2407
Cannon Advisors
North Carolina
$244K
BST
2408
Bath Savings Trust
Maine
$243K
WF
2409
Whelan Financial
California
$243K
EP
2410
Essential Planning
New Hampshire
$242K
CA
2411
Calton & Associates
Florida
$242K
BONST
2412
Bank of Nova Scotia Trust
Ontario, Canada
$241K
LT
2413
Legacy Trust
Michigan
$241K
TYCC
2414
Texas Yale Capital Corp
Florida
$241K
RYIA
2415
Roehl & Yi Investment Advisors
Oregon
$241K
VHAM
2416
Van Hulzen Asset Management
California
$240K
CFFP
2417
Center for Financial Planning
Michigan
$239K
PIP
2418
Peachtree Investment Partners
Florida
$239K
IA
2419
Intellus Advisors
Florida
$239K
BB
2420
Bell Bank
North Dakota
$239K
SC
2421
Saturna Capital
Washington
$238K
PAI
2422
Pittenger & Anderson Inc
Nebraska
$238K
KFA
2423
Kapstone Financial Advisors
Ohio
$238K
FWA
2424
Flagship Wealth Advisors
Massachusetts
$238K
HIS
2425
Harvest Investment Services
Illinois
$238K