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Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
CA
1601
Cornerstone Advisory
Maryland
$724K
PCMN
1602
Paradigm Capital Management (Nevada)
Nevada
$723K
SAM
1603
Summit Asset Management
Tennessee
$723K
WTFG
1604
Wood Tarver Financial Group
Idaho
$722K
CSPIA
1605
Cary Street Partners Investment Advisory
Virginia
$722K
5NPW
1606
55 North Private Wealth
Florida
$722K
AA
1607
Auxano Advisors
Washington
$721K
MAA
1608
Mraz Amerine & Associates
California
$721K
SPC
1609
Spirepoint Private Client
Florida
$721K
FWI
1610
Facet Wealth Inc
Maryland
$719K
PWM
1611
Pines Wealth Management
North Carolina
$719K
IFWM
1612
Institute for Wealth Management
Colorado
$718K
EW
1613
Elyxium Wealth
California
$716K
RCM
1614
Radnor Capital Management
Pennsylvania
$716K
SIG
1615
Sky Investment Group
Connecticut
$716K
DLA
1616
Douglas Lane & Associates
New York
$714K
HR
1617
Howe & Rusling
New York
$713K
TA
1618
Tactive Advisors
Florida
$712K
DWM
1619
DKM Wealth Management
California
$710K
BFG
1620
Bouchey Financial Group
New York
$708K
TH
1621
TCTC Holdings
Texas
$707K
MFG
1622
Mosaic Financial Group
Illinois
$706K
SAM
1623
Sawgrass Asset Management
Florida
$706K
WCM
1624
Winthrop Capital Management
Indiana
$705K
BWP
1625
BlueStem Wealth Partners
Minnesota
$705K