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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,872
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
STB
2851
S&T Bank
Pennsylvania
$4.66K
DI
2852
DAGCO Inc
Ohio
$4.66K
FW
2853
Fairway Wealth
Ohio
$4.1K
HIA
2854
HFM Investment Advisors
New Jersey
$4.1K
IPS
2855
Investors Portfolio Services
Washington
$3.69K
FF
2856
Friedenthal Financial
New Jersey
$3.1K
DCM
2857
Davis Capital Management
Florida
$2.89K
NRWA
2858
North Ridge Wealth Advisors
Oregon
$2.8K
DF
2859
DecisionPoint Financial
Arizona
$2.52K
DWA
2860
Delos Wealth Advisors
Texas
$2.42K
LIA
2861
Luken Investment Analytics
Tennessee
$2.33K
SA
2862
Seneschal Advisors
Washington
$2.24K
NL
2863
NorthAvenue LLC
Ohio
$1.49K
EWM
2864
Evolution Wealth Management
Florida
$1.49K
APW
2865
Atlantic Private Wealth
North Carolina
$1.41K
BA
2866
Bard Associates
Illinois
$1.4K
UFF
2867
USA Financial Formulas
Michigan
$932
OCM
2868
Osbon Capital Management
Massachusetts
$746
FDW
2869
Fourth Dimension Wealth
Ohio
$746
SVWA
2870
Sarver Vrooman Wealth Advisors
Missouri
$466
P
2871
Palladiem
Pennsylvania
$466
CIAM
2872
Caitong International Asset Management
Hong Kong
$280
WCM
2873
Westend Capital Management
California
$215
AS
2874
Altshuler Shaham
Israel
FGP
2875
Freestone Grove Partners
California