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Wells Fargo

2,853 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 378 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: 2,6422,853 (+211)

1.98% 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
2,853
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
RCI
2501
RS Crum Inc
California
$211K
SCM
2502
Stordahl Capital Management
Colorado
$211K
LBC
2503
Leigh Baldwin & Co
New York
$211K
YDMI
2504
Y.D. More Investments
Israel
$211K
AWM
2505
Accel Wealth Management
Iowa
$210K
CFS
2506
Commonwealth Financial Services
West Virginia
$209K
PCWA
2507
Pacific Capital Wealth Advisors
California
$209K
AG
2508
AmeriFlex Group
Nevada
$208K
RIA
2509
Realta Investment Advisors
Delaware
$208K
CBT
2510
Crews Bank & Trust
Florida
$208K
SDAM
2511
Shulman DeMeo Asset Management
New York
$207K
CCM
2512
Chilton Capital Management
Texas
$207K
SA
2513
Strategic Advisors
New York
$207K
RE
2514
Rydar Equities
Texas
$207K
CST
2515
Charles Schwab Trust
Nevada
$206K
LC
2516
LCNB Corp
Ohio
$206K
GCM
2517
Gables Capital Management
Florida
$205K
IHL
2518
Investment House LLC
California
$205K
FWM
2519
Forefront Wealth Management
Pennsylvania
$205K
OCPWS
2520
One Charles Private Wealth Services
Massachusetts
$204K
SIG
2521
Spinnaker Investment Group
California
$204K
TBT
2522
Texas Bank & Trust
Texas
$203K
WMP
2523
Wealth Management Partners
Arizona
$203K
KPWM
2524
KDK Private Wealth Management
Texas
$202K
SWP
2525
Summit Wealth Partners
Florida
$202K