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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
SMC
1876
Smith, Moore & Co
Missouri
$481K
BFF
1877
Byrne Financial Freedom
Massachusetts
$481K
CIEC
1878
Crédit Industriel et Commercial
France
$481K
SSA
1879
Sierra Summit Advisors
Nevada
$480K
OAS
1880
Optivise Advisory Services
Tennessee
$479K
HFP
1881
Holistic Financial Partners
Indiana
$478K
APM
1882
Advanced Portfolio Management
New York
$478K
MSA
1883
Marino Stram & Associates
Massachusetts
$478K
BFA
1884
Brown Financial Advisors
Ohio
$478K
FFC
1885
First Financial Corp
Indiana
$478K
SFG
1886
Seamount Financial Group
Colorado
$478K
OIS
1887
OneAscent Investment Solutions
Alabama
$477K
WH
1888
Willner & Heller
California
$476K
QL
1889
Quarry LP
New York
$476K
SPA
1890
Sherbrooke Park Advisers
New York
$473K
BHIA
1891
Birch Hill Investment Advisors
Massachusetts
$473K
RP
1892
Raelipskie Partnership
Ontario, Canada
$473K
FFG
1893
Fortem Financial Group
California
$472K
PS
1894
Planned Solutions
California
$471K
LWM
1895
Lakeridge Wealth Management
Ohio
$471K
CCM
1896
Check Capital Management
California
$470K
SWGC
1897
Summit Wealth Group (Colorado)
Colorado
$468K
FWA
1898
FSM Wealth Advisors
Ohio
$468K
QFA
1899
Quantum Financial Advisors
California
$468K
WMA
1900
Wealth Management Associates
New Jersey
$468K