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Wells Fargo

2,870 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, 990 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: 2,6462,870 (+224)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

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

Holders
2,870
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
BOSSRA
1526
B.O.S.S. Retirement Advisors
Utah
$827K
SWA
1527
Stratos Wealth Advisors
Ohio
$826K
CA
1528
Capital Advantage
California
$825K
EP
1529
Edgestream Partners
New Jersey
$822K
CA
1530
Cumberland Advisors
Florida
$820K
EPW
1531
Elevated Private Wealth
Wisconsin
$820K
BFWA
1532
Benchmark Financial Wealth Advisors
Florida
$817K
LCWP
1533
Legacy Capital Wealth Partners
Arkansas
$816K
BFC
1534
Bedel Financial Consulting
Indiana
$814K
DM
1535
Diversified Management
Wisconsin
$813K
WFA
1536
Wellspring Financial Advisors
Ohio
$813K
CIM
1537
CIM Investment Management
Pennsylvania
$813K
MFA
1538
Mayflower Financial Advisors
Massachusetts
$812K
DWM
1539
Dakota Wealth Management
Florida
$811K
KW
1540
KWB Wealth
California
$810K
SSWM
1541
Sheets Smith Wealth Management
North Carolina
$807K
HI
1542
Hudock Inc
Pennsylvania
$804K
MCC
1543
Money Concepts Capital
Florida
$799K
LFA
1544
Lauterbach Financial Advisors
Texas
$797K
GTWM
1545
Global Trust Wealth Management
Florida
$796K
TL
1546
Tradewinds LLC
North Carolina
$795K
FFP
1547
FourThought Financial Partners
Florida
$795K
HBS
1548
Howard Bailey Securities
Indiana
$792K
VWM
1549
Vermillion Wealth Management
Minnesota
$791K
MCM
1550
Manchester Capital Management
Vermont
$785K