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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

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

Holders
2,834
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
CVM
1501
Cheviot Value Management
California
$836K
MCM
1502
Monarch Capital Management
Indiana
$836K
FMB
1503
Field & Main Bank
Kentucky
$836K
PP
1504
Patten & Patten
Tennessee
$836K
CIA
1505
Cape Investment Advisory
Georgia
$835K
TTIC
1506
Tower Trust & Investment Company
Iowa
$830K
SCP
1507
Sivia Capital Partners
California
$829K
CWG
1508
Cornerstone Wealth Group
North Carolina
$828K
XF
1509
XML Financial
Maryland
$827K
BOSSRA
1510
B.O.S.S. Retirement Advisors
Utah
$827K
SWA
1511
Stratos Wealth Advisors
Ohio
$826K
CA
1512
Capital Advantage
California
$825K
EP
1513
Edgestream Partners
New Jersey
$822K
CA
1514
Cumberland Advisors
Florida
$820K
EPW
1515
Elevated Private Wealth
Wisconsin
$820K
BFWA
1516
Benchmark Financial Wealth Advisors
Florida
$817K
LCWP
1517
Legacy Capital Wealth Partners
Arkansas
$816K
BFC
1518
Bedel Financial Consulting
Indiana
$814K
DM
1519
Diversified Management
Wisconsin
$813K
WFA
1520
Wellspring Financial Advisors
Ohio
$813K
CIM
1521
CIM Investment Management
Pennsylvania
$813K
MFA
1522
Mayflower Financial Advisors
Massachusetts
$812K
DWM
1523
Dakota Wealth Management
Florida
$811K
KW
1524
KWB Wealth
California
$810K
SSWM
1525
Sheets Smith Wealth Management
North Carolina
$807K