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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

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
2,872
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
APG
1601
Abacus Planning Group
South Carolina
$726K
EWA
1602
Elevate Wealth Advisory
Georgia
$725K
ZI
1603
ZEGA Investments
Florida
$724K
CA
1604
Cornerstone Advisory
Maryland
$724K
PCMN
1605
Paradigm Capital Management (Nevada)
Nevada
$723K
SAM
1606
Summit Asset Management
Tennessee
$723K
WTFG
1607
Wood Tarver Financial Group
Idaho
$722K
CSPIA
1608
Cary Street Partners Investment Advisory
Virginia
$722K
5NPW
1609
55 North Private Wealth
Florida
$722K
AA
1610
Auxano Advisors
Washington
$721K
MAA
1611
Mraz Amerine & Associates
California
$721K
SPC
1612
Spirepoint Private Client
Florida
$721K
FWI
1613
Facet Wealth Inc
Maryland
$719K
PWM
1614
Pines Wealth Management
North Carolina
$719K
IFWM
1615
Institute for Wealth Management
Colorado
$718K
EW
1616
Elyxium Wealth
California
$716K
RCM
1617
Radnor Capital Management
Pennsylvania
$716K
SIG
1618
Sky Investment Group
Connecticut
$716K
DLA
1619
Douglas Lane & Associates
New York
$714K
HR
1620
Howe & Rusling
New York
$713K
TA
1621
Tactive Advisors
Florida
$712K
DWM
1622
DKM Wealth Management
California
$710K
BFG
1623
Bouchey Financial Group
New York
$708K
TH
1624
TCTC Holdings
Texas
$707K
MFG
1625
Mosaic Financial Group
Illinois
$706K