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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
FMLI
1501
Fukoku Mutual Life Insurance
Japan
$862K
RWA
1502
River Wealth Advisors
Pennsylvania
$861K
VWM
1503
Venturi Wealth Management
Texas
$858K
KF
1504
Krilogy Financial
Missouri
$858K
MCM
1505
Monument Capital Management
Virginia
$855K
RMDI
1506
R.M. Davis Inc
Maine
$855K
ML
1507
McAdam LLC
Pennsylvania
$853K
JC
1508
Jacobs & Co
California
$853K
RCG
1509
Regatta Capital Group
California
$852K
TF
1510
Trek Financial
Arizona
$851K
FWP
1511
FAS Wealth Partners
Kansas
$847K
EWM
1512
Evermay Wealth Management
Virginia
$845K
MIFH
1513
Migdal Insurance & Financial Holdings
Israel
$839K
FI
1514
Financial Insights
Washington
$837K
CVM
1515
Cheviot Value Management
California
$836K
MCM
1516
Monarch Capital Management
Indiana
$836K
FMB
1517
Field & Main Bank
Kentucky
$836K
PP
1518
Patten & Patten
Tennessee
$836K
CIA
1519
Cape Investment Advisory
Georgia
$835K
ONST
1520
Old North State Trust
North Carolina
$834K
TTIC
1521
Tower Trust & Investment Company
Iowa
$830K
SCP
1522
Sivia Capital Partners
California
$829K
CWG
1523
Cornerstone Wealth Group
North Carolina
$828K
XF
1524
XML Financial
Maryland
$827K
BOSSRA
1525
B.O.S.S. Retirement Advisors
Utah
$827K