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Wells Fargo

2,855 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6432,855 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

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

Holders
2,855
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
TFO
1476
Tarbox Family Office
California
$886K
OGC
1477
Oak Grove Capital
New Hampshire
$885K
DE
1478
Diversified Enterprises
Delaware
$884K
ST
1479
Smithfield Trust
Pennsylvania
$882K
WIM
1480
Walsky Investment Management
Pennsylvania
$881K
FPB
1481
First PREMIER Bank
South Dakota
$881K
EA
1482
Everpar Advisors
Oklahoma
$876K
PWM
1483
Prentice Wealth Management
New York
$874K
VIP
1484
Vista Investment Partners
Oklahoma
$872K
QWM
1485
Quadcap Wealth Management
Texas
$871K
SIA
1486
SGL Investment Advisors
Montana
$871K
LW
1487
Linscomb Wealth
Texas
$870K
WPA
1488
Winning Points Advisors
Florida
$870K
MSFS
1489
Main Street Financial Solutions
Pennsylvania
$870K
STA
1490
Smith Thornton Advisors
Alabama
$869K
GWANC
1491
Guardian Wealth Advisors (North Carolina)
North Carolina
$868K
NFTC
1492
North Forty Two & Co
Oregon
$868K
MA
1493
MCF Advisors
Kentucky
$866K
SMA
1494
Seven Mile Advisory
New Jersey
$865K
OL
1495
Optas LLC
Texas
$864K
FMLI
1496
Fukoku Mutual Life Insurance
Japan
$862K
RWA
1497
River Wealth Advisors
Pennsylvania
$861K
VWM
1498
Venturi Wealth Management
Texas
$858K
KF
1499
Krilogy Financial
Missouri
$858K
MCM
1500
Monument Capital Management
Virginia
$855K