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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
BPC
2401
Bearing Point Capital
Minnesota
$244K
IWP
2402
Innova Wealth Partners
Pennsylvania
$244K
CA
2403
Cannon Advisors
North Carolina
$244K
BST
2404
Bath Savings Trust
Maine
$243K
WF
2405
Whelan Financial
California
$243K
EP
2406
Essential Planning
New Hampshire
$242K
CA
2407
Calton & Associates
Florida
$242K
BONST
2408
Bank of Nova Scotia Trust
Ontario, Canada
$241K
LT
2409
Legacy Trust
Michigan
$241K
TYCC
2410
Texas Yale Capital Corp
Florida
$241K
RYIA
2411
Roehl & Yi Investment Advisors
Oregon
$241K
VHAM
2412
Van Hulzen Asset Management
California
$240K
CFFP
2413
Center for Financial Planning
Michigan
$239K
PIP
2414
Peachtree Investment Partners
Florida
$239K
IA
2415
Intellus Advisors
Florida
$239K
BB
2416
Bell Bank
North Dakota
$239K
SC
2417
Saturna Capital
Washington
$238K
PAI
2418
Pittenger & Anderson Inc
Nebraska
$238K
KFA
2419
Kapstone Financial Advisors
Ohio
$238K
FWA
2420
Flagship Wealth Advisors
Massachusetts
$238K
HIS
2421
Harvest Investment Services
Illinois
$238K
AF
2422
Affiance Financial
Minnesota
$238K
QFW
2423
QTR Family Wealth
Florida
$237K
MKC
2424
M. Kraus & Co
Vermont
$237K
CB
2425
Centennial Bank
Arkansas
$237K