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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
RE
2526
Rydar Equities
Texas
$207K
CST
2527
Charles Schwab Trust
Nevada
$206K
LC
2528
LCNB Corp
Ohio
$206K
GCM
2529
Gables Capital Management
Florida
$205K
IHL
2530
Investment House LLC
California
$205K
FWM
2531
Forefront Wealth Management
Pennsylvania
$205K
OCPWS
2532
One Charles Private Wealth Services
Massachusetts
$204K
SIG
2533
Spinnaker Investment Group
California
$204K
TBT
2534
Texas Bank & Trust
Texas
$203K
WMP
2535
Wealth Management Partners
Arizona
$203K
KPWM
2536
KDK Private Wealth Management
Texas
$202K
SWP
2537
Summit Wealth Partners
Florida
$202K
FF
2538
Formulate Financial
Florida
$202K
RWB
2539
RMR Wealth Builders
New Jersey
$202K
AWM
2540
Act Wealth Management
Texas
$202K
ACM
2541
AUA Capital Management
Pennsylvania
$202K
NRW
2542
Nova R Wealth
Kansas
$202K
MFS
2543
McNamara Financial Services
Massachusetts
$202K
FWP
2544
Fiduciary Wealth Partners
Massachusetts
$201K
NMG
2545
New Millennium Group
Utah
$201K
S
2546
SharpePoint
Arizona
$201K
PWMG
2547
Pinnacle Wealth Management Group
Michigan
$200K
SFP
2548
Shepherd Financial Partners
Massachusetts
$200K
CGA
2549
Crescent Grove Advisors
Illinois
$200K
WSC
2550
Wellington Shields & Co
New York
$199K