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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,872
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
OFG
1726
Oxford Financial Group
Indiana
$621K
CBB
1727
Citizens Business Bank
California
$617K
FFO
1728
Fortitude Family Office
Arizona
$617K
PSB
1729
Piscataqua Savings Bank
New Hampshire
$617K
CWS
1730
Confluence Wealth Services
Pennsylvania
$616K
WA
1731
WealthTrust Axiom
Pennsylvania
$616K
SOAG
1732
Silver Oak Advisory Group
Oregon
$613K
PFW
1733
Petros Family Wealth
Minnesota
$613K
PMSA
1734
Patrick M. Sweeney & Associates
Illinois
$612K
SIS
1735
Sound Income Strategies
Florida
$611K
AWP
1736
Axis Wealth Partners
Rhode Island
$607K
TAM
1737
Tucker Asset Management
Colorado
$604K
NCM
1738
Novare Capital Management
North Carolina
$603K
MAG
1739
M3 Advisory Group
Massachusetts
$602K
AA
1740
Alpha Advisors
Virginia
$602K
ACGA
1741
Atlanta Consulting Group Advisors
Georgia
$601K
SPWM
1742
Spartan Planning & Wealth Management
North Carolina
$600K
CAI
1743
Capital Advisors Inc
Oklahoma
$599K
CFO
1744
CVA Family Office
Colorado
$599K
TAM
1745
Titleist Asset Management
Texas
$598K
LB
1746
Legacy Bridge
Iowa
$598K
SCM
1747
Sterneck Capital Management
Missouri
$598K
HBT
1748
Heartland Bank & Trust
Illinois
$596K
HFM
1749
Hartford Financial Management
Connecticut
$596K
WPA
1750
Wealth Preservation Advisors
Tennessee
$595K