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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: 2,6462,869 (+223)

1.99% more ownership

Funds ownership: 74.55%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
Koshinski Asset Management
1226
Koshinski Asset Management
Illinois
$1.37M
ACS
1227
Archford Capital Strategies
Illinois
$1.36M
SFO
1228
Stokes Family Office
Louisiana
$1.36M
AFP
1229
Ausdal Financial Partners
Iowa
$1.36M
SWM
1230
Segment Wealth Management
Texas
$1.35M
BFM
1231
Boothbay Fund Management
New York
$1.35M
CA
1232
Continuum Advisory
Idaho
$1.35M
FNBSF
1233
First National Bank Sioux Falls
South Dakota
$1.34M
IVP
1234
Intrinsic Value Partners
Arizona
$1.34M
I
1235
INVST
Indiana
$1.33M
FMI
1236
Frec Markets Inc
California
$1.33M
QC
1237
Quent Capital
New York
$1.32M
QLSGSCF
1238
Quent Long Short Global Small Cap Fund
New York
$1.32M
CCM
1239
Cohen Capital Management
California
$1.32M
EA
1240
Eclectic Associates
California
$1.32M
MIM
1241
MTM Investment Management
South Carolina
$1.31M
SGI
1242
Summit Global Investments
Utah
$1.31M
NFG
1243
Nations Financial Group
Iowa
$1.31M
MSWM
1244
McGlone Suttner Wealth Management
Wisconsin
$1.31M
TCM
1245
Telos Capital Management
California
$1.31M
FFA
1246
Florida Financial Advisors
Florida
$1.31M
Q
1247
QVR
California
$1.3M
CWP
1248
Cyndeo Wealth Partners
Florida
$1.3M
LF
1249
LifeSteps Financial
California
$1.3M
NP
1250
Nilsine Partners
Colorado
$1.3M