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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
QFW
2426
QTR Family Wealth
Florida
$237K
MKC
2427
M. Kraus & Co
Vermont
$237K
CB
2428
Centennial Bank
Arkansas
$237K
IW
2429
Instrumental Wealth
Florida
$237K
GAM
2430
Gemmer Asset Management
California
$236K
TCOTS
2431
Trust Company of the South
North Carolina
$236K
ILI
2432
Invesco LLC (Illinois)
Illinois
$236K
VFP
2433
Verus Financial Partners
Virginia
$235K
AAS
2434
Asset Allocation Strategies
Michigan
$235K
CS
2435
Capital Square
Tennessee
$235K
GFM
2436
GF Fund Management
China
$235K
PFM
2437
Phillips Financial Management
Indiana
$234K
NAMM
2438
NorthStar Asset Management (Massachusetts)
Massachusetts
$233K
MWP
2439
Meridian Wealth Partners
Pennsylvania
$233K
VCM
2440
Violich Capital Management
California
$233K
BWM
2441
Buckley Wealth Management
Nevada
$233K
CWA
2442
CogentBlue Wealth Advisors
Tennessee
$232K
ZF
2443
Zhang Financial
Michigan
$232K
EBA
2444
Eagle Bay Advisors
New York
$232K
ACA
2445
Aspire Capital Advisors
Washington
$232K
EL
2446
Essex LLC
Illinois
$232K
HPC
2447
Hobart Private Capital
North Carolina
$231K
FBFS
2448
First Business Financial Services
Wisconsin
$230K
KOC
2449
Koss-Olinger Consulting
Florida
$230K
WAS
2450
WESPAC Advisors SoCal
California
$229K