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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
SRC
1651
Shufro Rose & Co
New York
$680K
MW
1652
MBL Wealth
North Carolina
$679K
IIC
1653
Ironwood Investment Counsel
Arizona
$674K
DMBA
1654
Deseret Mutual Benefit Administrators
Utah
$674K
DA
1655
Doliver Advisors
Texas
$673K
AFT
1656
Alpha Family Trust
California
$673K
BFP
1657
Birchwood Financial Partners
Minnesota
$671K
LC
1658
Lincoln Capital
Nebraska
$671K
BMWM
1659
Brown Miller Wealth Management
Virginia
$671K
CG
1660
CFO4Life Group
Texas
$671K
FPF
1661
First Pacific Financial
Washington
$671K
BA
1662
Bridgewater Advisors
New York
$671K
MHC
1663
May Hill Capital
Massachusetts
$670K
BEW
1664
Burton Enright Welch
California
$669K
LRIA
1665
Leonard Rickey Investment Advisors
Washington
$669K
CWA
1666
Crusonia Wealth Advisors
Colorado
$669K
CL
1667
COWA LLC
Oklahoma
$668K
FB
1668
First Bancorp
Maine
$668K
DIM
1669
Delta Investment Management
California
$666K
CWM
1670
Connecticut Wealth Management
Connecticut
$664K
BPW
1671
Bingham Private Wealth
California
$664K
WDL
1672
Well Done LLC
Michigan
$664K
GH
1673
GLP Holdings
Georgia
$663K
CT
1674
Coastline Trust
Rhode Island
$662K
BW
1675
Basepoint Wealth
Iowa
$662K