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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,866
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
VWM
1501
Venturi Wealth Management
Texas
$858K
KF
1502
Krilogy Financial
Missouri
$858K
MCM
1503
Monument Capital Management
Virginia
$855K
RMDI
1504
R.M. Davis Inc
Maine
$855K
ML
1505
McAdam LLC
Pennsylvania
$853K
JC
1506
Jacobs & Co
California
$853K
RCG
1507
Regatta Capital Group
California
$852K
TF
1508
Trek Financial
Arizona
$851K
FWP
1509
FAS Wealth Partners
Kansas
$847K
EWM
1510
Evermay Wealth Management
Virginia
$845K
MIFH
1511
Migdal Insurance & Financial Holdings
Israel
$839K
FI
1512
Financial Insights
Washington
$837K
CVM
1513
Cheviot Value Management
California
$836K
MCM
1514
Monarch Capital Management
Indiana
$836K
FMB
1515
Field & Main Bank
Kentucky
$836K
PP
1516
Patten & Patten
Tennessee
$836K
CIA
1517
Cape Investment Advisory
Georgia
$835K
ONST
1518
Old North State Trust
North Carolina
$834K
TTIC
1519
Tower Trust & Investment Company
Iowa
$830K
SCP
1520
Sivia Capital Partners
California
$829K
CWG
1521
Cornerstone Wealth Group
North Carolina
$828K
XF
1522
XML Financial
Maryland
$827K
BOSSRA
1523
B.O.S.S. Retirement Advisors
Utah
$827K
SWA
1524
Stratos Wealth Advisors
Ohio
$826K
CA
1525
Capital Advantage
California
$825K