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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
FFL
2626
Financial Freedom LLC
Ohio
$114K
WOSD
2627
WFA of San Diego
California
$114K
BHWM
2628
Beaird Harris Wealth Management
Texas
$113K
FMTCOCP
2629
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K
MEG
2630
Millstone Evans Group
Colorado
$112K
OAJ
2631
Ogorek Anthony Joseph
New York
$112K
RG
2632
RHL Group
Michigan
$112K
RWM
2633
RMG Wealth Management
Wisconsin
$111K
OPTFSNA
2634
Old Point Trust & Financial Services N A
Virginia
$110K
ISWM
2635
Intesa Sanpaolo Wealth Management
$110K
1IA
2636
1620 Investment Advisors
Massachusetts
$109K
IIM
2637
IFC & Insurance Marketing
California
$107K
BGA
2638
Battery Global Advisors
Massachusetts
$107K
CAL
2639
Capital Analysts LLC
Pennsylvania
$106K
IWM
2640
IMG Wealth Management
Florida
$105K
FP
2641
Financial Perspectives
Minnesota
$104K
RFS
2642
Richardson Financial Services
Massachusetts
$103K
RJA
2643
Ross\Johnson & Associates
Minnesota
$103K
TSMHT
2644
Thurston Springer Miller Herd & Titak
Indiana
$101K
FC
2645
Financial Consulate
Maryland
$98.6K
WAG
2646
Wilkerson Advisory Group
Missouri
$98.4K
PW
2647
Pandora Wealth
Illinois
$97.9K
TC
2648
Trust Company
Kansas
$96.8K
HNW
2649
High Note Wealth
Minnesota
$95.2K
DT
2650
DV Trading
Illinois
$93.5K