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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
RMDI
1501
R.M. Davis Inc
Maine
$855K
ML
1502
McAdam LLC
Pennsylvania
$853K
JC
1503
Jacobs & Co
California
$853K
RCG
1504
Regatta Capital Group
California
$852K
TF
1505
Trek Financial
Arizona
$851K
FWP
1506
FAS Wealth Partners
Kansas
$847K
EWM
1507
Evermay Wealth Management
Virginia
$845K
MIFH
1508
Migdal Insurance & Financial Holdings
Israel
$839K
CVM
1509
Cheviot Value Management
California
$836K
MCM
1510
Monarch Capital Management
Indiana
$836K
FMB
1511
Field & Main Bank
Kentucky
$836K
PP
1512
Patten & Patten
Tennessee
$836K
CIA
1513
Cape Investment Advisory
Georgia
$835K
TTIC
1514
Tower Trust & Investment Company
Iowa
$830K
SCP
1515
Sivia Capital Partners
California
$829K
CWG
1516
Cornerstone Wealth Group
North Carolina
$828K
XF
1517
XML Financial
Maryland
$827K
BOSSRA
1518
B.O.S.S. Retirement Advisors
Utah
$827K
SWA
1519
Stratos Wealth Advisors
Ohio
$826K
CA
1520
Capital Advantage
California
$825K
EP
1521
Edgestream Partners
New Jersey
$822K
CA
1522
Cumberland Advisors
Florida
$820K
EPW
1523
Elevated Private Wealth
Wisconsin
$820K
BFWA
1524
Benchmark Financial Wealth Advisors
Florida
$817K
LCWP
1525
Legacy Capital Wealth Partners
Arkansas
$816K