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