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Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
CBB
1726
Citizens Business Bank
California
$617K
FFO
1727
Fortitude Family Office
Arizona
$617K
PSB
1728
Piscataqua Savings Bank
New Hampshire
$617K
CWS
1729
Confluence Wealth Services
Pennsylvania
$616K
WA
1730
WealthTrust Axiom
Pennsylvania
$616K
SOAG
1731
Silver Oak Advisory Group
Oregon
$613K
PFW
1732
Petros Family Wealth
Minnesota
$613K
PMSA
1733
Patrick M. Sweeney & Associates
Illinois
$612K
SIS
1734
Sound Income Strategies
Florida
$611K
AWP
1735
Axis Wealth Partners
Rhode Island
$607K
TAM
1736
Tucker Asset Management
Colorado
$604K
NCM
1737
Novare Capital Management
North Carolina
$603K
MAG
1738
M3 Advisory Group
Massachusetts
$602K
AA
1739
Alpha Advisors
Virginia
$602K
ACGA
1740
Atlanta Consulting Group Advisors
Georgia
$601K
SPWM
1741
Spartan Planning & Wealth Management
North Carolina
$600K
CAI
1742
Capital Advisors Inc
Oklahoma
$599K
CFO
1743
CVA Family Office
Colorado
$599K
TAM
1744
Titleist Asset Management
Texas
$598K
LB
1745
Legacy Bridge
Iowa
$598K
SCM
1746
Sterneck Capital Management
Missouri
$598K
HBT
1747
Heartland Bank & Trust
Illinois
$596K
HFM
1748
Hartford Financial Management
Connecticut
$596K
WPA
1749
Wealth Preservation Advisors
Tennessee
$595K
SB
1750
Simmons Bank
Arkansas
$593K