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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
IA
1701
Inspire Advisors
Idaho
$628K
TIA
1702
Traphagen Investment Advisors
New Jersey
$628K
WTA
1703
Washington Trust Advisors
Massachusetts
$627K
CPWA
1704
Cerro Pacific Wealth Advisors
California
$626K
LA
1705
Lynch & Associates
Indiana
$626K
RIS
1706
Richmond Investment Services
Wisconsin
$622K
WC
1707
Weil Company
California
$622K
OFG
1708
Oxford Financial Group
Indiana
$621K
CBB
1709
Citizens Business Bank
California
$617K
FFO
1710
Fortitude Family Office
Arizona
$617K
PSB
1711
Piscataqua Savings Bank
New Hampshire
$617K
CWS
1712
Confluence Wealth Services
Pennsylvania
$616K
WA
1713
WealthTrust Axiom
Pennsylvania
$616K
SOAG
1714
Silver Oak Advisory Group
Oregon
$613K
PFW
1715
Petros Family Wealth
Minnesota
$613K
PMSA
1716
Patrick M. Sweeney & Associates
Illinois
$612K
SIS
1717
Sound Income Strategies
Florida
$611K
AWP
1718
Axis Wealth Partners
Rhode Island
$607K
TAM
1719
Tucker Asset Management
Colorado
$604K
NCM
1720
Novare Capital Management
North Carolina
$603K
MAG
1721
M3 Advisory Group
Massachusetts
$602K
AA
1722
Alpha Advisors
Virginia
$602K
ACGA
1723
Atlanta Consulting Group Advisors
Georgia
$601K
SPWM
1724
Spartan Planning & Wealth Management
North Carolina
$600K
CAI
1725
Capital Advisors Inc
Oklahoma
$599K