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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
WCM
1626
Winthrop Capital Management
Indiana
$705K
BWP
1627
BlueStem Wealth Partners
Minnesota
$705K
SSG
1628
Summit Securities Group
New York
$705K
BWM
1629
BigSur Wealth Management
Florida
$704K
FFA
1630
First Foundation Advisors
California
$704K
VCM
1631
Versant Capital Management
Arizona
$704K
SFWC
1632
Strategic Family Wealth Counselors
New Jersey
$702K
LA
1633
Lakeside Advisors
Washington
$701K
MCM
1634
Mengis Capital Management
Oregon
$701K
OWM
1635
OneAscent Wealth Management
Alabama
$698K
GFA
1636
Gallagher Fiduciary Advisors
Illinois
$698K
MCA
1637
MSH Capital Advisors
Arizona
$697K
TWP
1638
Triad Wealth Partners
Kansas
$695K
TCM
1639
Tributary Capital Management
Nebraska
$695K
WCG
1640
Weaver Consulting Group
California
$694K
BLC
1641
Brown, Lisle/Cummings
Rhode Island
$692K
IF
1642
Intrua Financial
Texas
$692K
PMWMG
1643
Parr McKnight Wealth Management Group
Minnesota
$691K
AAS
1644
Annex Advisory Services
Wisconsin
$691K
ST
1645
Spinnaker Trust
Maine
$690K
MFG
1646
Magnus Financial Group
New York
$690K
VP
1647
Verum Partners
North Carolina
$689K
SCA
1648
Sippican Capital Advisors
Massachusetts
$687K
CH
1649
CDKV Holdings
Colorado
$687K
EGA
1650
E&G Advisors
Texas
$685K