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