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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
LA
1626
Lakeside Advisors
Washington
$701K
MCM
1627
Mengis Capital Management
Oregon
$701K
OWM
1628
OneAscent Wealth Management
Alabama
$698K
GFA
1629
Gallagher Fiduciary Advisors
Illinois
$698K
MCA
1630
MSH Capital Advisors
Arizona
$697K
TWP
1631
Triad Wealth Partners
Kansas
$695K
TCM
1632
Tributary Capital Management
Nebraska
$695K
WCG
1633
Weaver Consulting Group
California
$694K
BLC
1634
Brown, Lisle/Cummings
Rhode Island
$692K
IF
1635
Intrua Financial
Texas
$692K
PMWMG
1636
Parr McKnight Wealth Management Group
Minnesota
$691K
AAS
1637
Annex Advisory Services
Wisconsin
$691K
ST
1638
Spinnaker Trust
Maine
$690K
MFG
1639
Magnus Financial Group
New York
$690K
VP
1640
Verum Partners
North Carolina
$689K
SCA
1641
Sippican Capital Advisors
Massachusetts
$687K
CH
1642
CDKV Holdings
Colorado
$687K
EGA
1643
E&G Advisors
Texas
$685K
TCM
1644
Tradewinds Capital Management
Washington
$685K
EFA
1645
Evernest Financial Advisors
Indiana
$685K
PCI
1646
Pacifica Capital Investments
Texas
$684K
GAA
1647
Global Assets Advisory
Florida
$683K
MAG
1648
MRA Advisory Group
New Jersey
$682K
LRPA
1649
L. Roy Papp & Associates
Arizona
$681K
ESC
1650
Eurizon SLJ Capital
$680K