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