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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
SC
1701
Summa Corp
Texas
$637K
OAM
1702
Occidental Asset Management
California
$633K
WPP
1703
Whalerock Point Partners
Rhode Island
$633K
BWM
1704
BlackDiamond Wealth Management
New York
$633K
NHT
1705
New Hampshire Trust
New Hampshire
$632K
DCM
1706
Dorato Capital Management
Colorado
$632K
WAG
1707
Wallace Advisory Group
California
$632K
IIA
1708
Integral Investment Advisors
California
$632K
CP
1709
Canopy Partners
Ohio
$632K
SL
1710
Salomon & Ludwin
Virginia
$631K
SWM
1711
Stockman Wealth Management
Montana
$629K
CWA
1712
Cornerstone Wealth Advisors
Minnesota
$629K
SAM
1713
Sequent Asset Management
Texas
$629K
DMC
1714
Drexel Morgan & Co
Pennsylvania
$629K
IA
1715
Inspire Advisors
Idaho
$628K
TIA
1716
Traphagen Investment Advisors
New Jersey
$628K
WTA
1717
Washington Trust Advisors
Massachusetts
$627K
CPWA
1718
Cerro Pacific Wealth Advisors
California
$626K
LA
1719
Lynch & Associates
Indiana
$626K
RIS
1720
Richmond Investment Services
Wisconsin
$622K
WC
1721
Weil Company
California
$622K
OFG
1722
Oxford Financial Group
Indiana
$621K
CBB
1723
Citizens Business Bank
California
$617K
FFO
1724
Fortitude Family Office
Arizona
$617K
PSB
1725
Piscataqua Savings Bank
New Hampshire
$617K