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Wells Fargo

2,855 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6432,855 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

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

Holders
2,855
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
5NPW
1601
55 North Private Wealth
Florida
$722K
AA
1602
Auxano Advisors
Washington
$721K
MAA
1603
Mraz Amerine & Associates
California
$721K
SPC
1604
Spirepoint Private Client
Florida
$721K
FWI
1605
Facet Wealth Inc
Maryland
$719K
PWM
1606
Pines Wealth Management
North Carolina
$719K
IFWM
1607
Institute for Wealth Management
Colorado
$718K
EW
1608
Elyxium Wealth
California
$716K
RCM
1609
Radnor Capital Management
Pennsylvania
$716K
SIG
1610
Sky Investment Group
Connecticut
$716K
DLA
1611
Douglas Lane & Associates
New York
$714K
HR
1612
Howe & Rusling
New York
$713K
TA
1613
Tactive Advisors
Florida
$712K
DWM
1614
DKM Wealth Management
California
$710K
BFG
1615
Bouchey Financial Group
New York
$708K
TH
1616
TCTC Holdings
Texas
$707K
MFG
1617
Mosaic Financial Group
Illinois
$706K
SAM
1618
Sawgrass Asset Management
Florida
$706K
WCM
1619
Winthrop Capital Management
Indiana
$705K
BWP
1620
BlueStem Wealth Partners
Minnesota
$705K
SSG
1621
Summit Securities Group
New York
$705K
BWM
1622
BigSur Wealth Management
Florida
$704K
FFA
1623
First Foundation Advisors
California
$704K
VCM
1624
Versant Capital Management
Arizona
$704K
SFWC
1625
Strategic Family Wealth Counselors
New Jersey
$702K