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Wells Fargo

2,855 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6432,855 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,855
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
RP
1901
Raelipskie Partnership
Ontario, Canada
$473K
FFG
1902
Fortem Financial Group
California
$472K
PS
1903
Planned Solutions
California
$471K
LWM
1904
Lakeridge Wealth Management
Ohio
$471K
CCM
1905
Check Capital Management
California
$470K
SWGC
1906
Summit Wealth Group (Colorado)
Colorado
$468K
FWA
1907
FSM Wealth Advisors
Ohio
$468K
QFA
1908
Quantum Financial Advisors
California
$468K
WMA
1909
Wealth Management Associates
New Jersey
$468K
RL
1910
Ruffer LLP
United Kingdom
$467K
MJP
1911
Michael J. Puzo
$466K
AF
1912
Arrow Financial
New York
$465K
NC
1913
North Capital
Utah
$465K
HCMG
1914
Howard Capital Management Group
California
$461K
WF
1915
WoodTrust Financial
Wisconsin
$461K
FFA
1916
Founders Financial Alliance
North Carolina
$461K
MWM
1917
Maripau Wealth Management
Indiana
$460K
THL
1918
Tillman Hartley LLC
Colorado
$459K
MAM
1919
MMA Asset Management
Pennsylvania
$459K
CD
1920
Chapin Davis
Maryland
$459K
KNW
1921
Kesler Norman & Wride
Utah
$459K
SP
1922
Successful Portfolios
Florida
$459K
DWAM
1923
Duncan Williams Asset Management
Tennessee
$458K
MCA
1924
Millennium Capital Advisors
Arkansas
$458K
TVM
1925
True Vision MN
Minnesota
$457K