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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
SWA
1526
Stratos Wealth Advisors
Ohio
$826K
CA
1527
Capital Advantage
California
$825K
EP
1528
Edgestream Partners
New Jersey
$822K
CA
1529
Cumberland Advisors
Florida
$820K
EPW
1530
Elevated Private Wealth
Wisconsin
$820K
BFWA
1531
Benchmark Financial Wealth Advisors
Florida
$817K
LCWP
1532
Legacy Capital Wealth Partners
Arkansas
$816K
BFC
1533
Bedel Financial Consulting
Indiana
$814K
DM
1534
Diversified Management
Wisconsin
$813K
WFA
1535
Wellspring Financial Advisors
Ohio
$813K
CIM
1536
CIM Investment Management
Pennsylvania
$813K
MFA
1537
Mayflower Financial Advisors
Massachusetts
$812K
DWM
1538
Dakota Wealth Management
Florida
$811K
KW
1539
KWB Wealth
California
$810K
SSWM
1540
Sheets Smith Wealth Management
North Carolina
$807K
HI
1541
Hudock Inc
Pennsylvania
$804K
MCC
1542
Money Concepts Capital
Florida
$799K
LFA
1543
Lauterbach Financial Advisors
Texas
$797K
GTWM
1544
Global Trust Wealth Management
Florida
$796K
TL
1545
Tradewinds LLC
North Carolina
$795K
FFP
1546
FourThought Financial Partners
Florida
$795K
HBS
1547
Howard Bailey Securities
Indiana
$792K
VWM
1548
Vermillion Wealth Management
Minnesota
$791K
MCM
1549
Manchester Capital Management
Vermont
$785K
JFA
1550
JNBA Financial Advisors
Minnesota
$784K