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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
SAM
1626
Sawgrass Asset Management
Florida
$706K
WCM
1627
Winthrop Capital Management
Indiana
$705K
BWP
1628
BlueStem Wealth Partners
Minnesota
$705K
SSG
1629
Summit Securities Group
New York
$705K
BWM
1630
BigSur Wealth Management
Florida
$704K
FFA
1631
First Foundation Advisors
California
$704K
VCM
1632
Versant Capital Management
Arizona
$704K
SFWC
1633
Strategic Family Wealth Counselors
New Jersey
$702K
LA
1634
Lakeside Advisors
Washington
$701K
MCM
1635
Mengis Capital Management
Oregon
$701K
OWM
1636
OneAscent Wealth Management
Alabama
$698K
GFA
1637
Gallagher Fiduciary Advisors
Illinois
$698K
MCA
1638
MSH Capital Advisors
Arizona
$697K
TWP
1639
Triad Wealth Partners
Kansas
$695K
TCM
1640
Tributary Capital Management
Nebraska
$695K
WCG
1641
Weaver Consulting Group
California
$694K
BLC
1642
Brown, Lisle/Cummings
Rhode Island
$692K
IF
1643
Intrua Financial
Texas
$692K
PMWMG
1644
Parr McKnight Wealth Management Group
Minnesota
$691K
AAS
1645
Annex Advisory Services
Wisconsin
$691K
ST
1646
Spinnaker Trust
Maine
$690K
MFG
1647
Magnus Financial Group
New York
$690K
VP
1648
Verum Partners
North Carolina
$689K
SCA
1649
Sippican Capital Advisors
Massachusetts
$687K
CH
1650
CDKV Holdings
Colorado
$687K