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Wells Fargo

2,830 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,090 increasing their positions, 987 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,830 (+189)

1.65% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,830
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
MEG
2601
Millstone Evans Group
Colorado
$112K
OAJ
2602
Ogorek Anthony Joseph
New York
$112K
RG
2603
RHL Group
Michigan
$112K
RWM
2604
RMG Wealth Management
Wisconsin
$111K
OPTFSNA
2605
Old Point Trust & Financial Services N A
Virginia
$110K
ISWM
2606
Intesa Sanpaolo Wealth Management
$110K
1IA
2607
1620 Investment Advisors
Massachusetts
$109K
IIM
2608
IFC & Insurance Marketing
California
$107K
BGA
2609
Battery Global Advisors
Massachusetts
$107K
CAL
2610
Capital Analysts LLC
Pennsylvania
$106K
IWM
2611
IMG Wealth Management
Florida
$105K
FP
2612
Financial Perspectives
Minnesota
$104K
RFS
2613
Richardson Financial Services
Massachusetts
$103K
RJA
2614
Ross\Johnson & Associates
Minnesota
$103K
TSMHT
2615
Thurston Springer Miller Herd & Titak
Indiana
$101K
FC
2616
Financial Consulate
Maryland
$98.6K
WAG
2617
Wilkerson Advisory Group
Missouri
$98.4K
PW
2618
Pandora Wealth
Illinois
$97.9K
TC
2619
Trust Company
Kansas
$96.8K
HNW
2620
High Note Wealth
Minnesota
$95.2K
DT
2621
DV Trading
Illinois
$93.5K
OA
2622
Operose Advisors
Wisconsin
$93.2K
RAM
2623
Ramirez Asset Management
New York
$93.2K
BWM
2624
Bernard Wealth Management
Michigan
$92.8K
WFA
2625
West Financial Advisors
Iowa
$91.6K