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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 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:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,834
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
IF
1626
Intrua Financial
Texas
$692K
PMWMG
1627
Parr McKnight Wealth Management Group
Minnesota
$691K
AAS
1628
Annex Advisory Services
Wisconsin
$691K
ST
1629
Spinnaker Trust
Maine
$690K
MFG
1630
Magnus Financial Group
New York
$690K
VP
1631
Verum Partners
North Carolina
$689K
SCA
1632
Sippican Capital Advisors
Massachusetts
$687K
CH
1633
CDKV Holdings
Colorado
$687K
EGA
1634
E&G Advisors
Texas
$685K
TCM
1635
Tradewinds Capital Management
Washington
$685K
EFA
1636
Evernest Financial Advisors
Indiana
$685K
PCI
1637
Pacifica Capital Investments
Texas
$684K
GAA
1638
Global Assets Advisory
Florida
$683K
MAG
1639
MRA Advisory Group
New Jersey
$682K
LRPA
1640
L. Roy Papp & Associates
Arizona
$681K
ESC
1641
Eurizon SLJ Capital
$680K
SRC
1642
Shufro Rose & Co
New York
$680K
MW
1643
MBL Wealth
North Carolina
$679K
IIC
1644
Ironwood Investment Counsel
Arizona
$674K
DMBA
1645
Deseret Mutual Benefit Administrators
Utah
$674K
DA
1646
Doliver Advisors
Texas
$673K
AFT
1647
Alpha Family Trust
California
$673K
BFP
1648
Birchwood Financial Partners
Minnesota
$671K
LC
1649
Lincoln Capital
Nebraska
$671K
BMWM
1650
Brown Miller Wealth Management
Virginia
$671K