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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
DCM
1701
Dorato Capital Management
Colorado
$632K
WAG
1702
Wallace Advisory Group
California
$632K
IIA
1703
Integral Investment Advisors
California
$632K
CP
1704
Canopy Partners
Ohio
$632K
SL
1705
Salomon & Ludwin
Virginia
$631K
SWM
1706
Stockman Wealth Management
Montana
$629K
CWA
1707
Cornerstone Wealth Advisors
Minnesota
$629K
SAM
1708
Sequent Asset Management
Texas
$629K
DMC
1709
Drexel Morgan & Co
Pennsylvania
$629K
IA
1710
Inspire Advisors
Idaho
$628K
TIA
1711
Traphagen Investment Advisors
New Jersey
$628K
WTA
1712
Washington Trust Advisors
Massachusetts
$627K
CPWA
1713
Cerro Pacific Wealth Advisors
California
$626K
LA
1714
Lynch & Associates
Indiana
$626K
RIS
1715
Richmond Investment Services
Wisconsin
$622K
WC
1716
Weil Company
California
$622K
OFG
1717
Oxford Financial Group
Indiana
$621K
CBB
1718
Citizens Business Bank
California
$617K
FFO
1719
Fortitude Family Office
Arizona
$617K
PSB
1720
Piscataqua Savings Bank
New Hampshire
$617K
CWS
1721
Confluence Wealth Services
Pennsylvania
$616K
WA
1722
WealthTrust Axiom
Pennsylvania
$616K
SOAG
1723
Silver Oak Advisory Group
Oregon
$613K
PFW
1724
Petros Family Wealth
Minnesota
$613K
PMSA
1725
Patrick M. Sweeney & Associates
Illinois
$612K