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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
FFC
1901
First Financial Corp
Indiana
$478K
SFG
1902
Seamount Financial Group
Colorado
$478K
OIS
1903
OneAscent Investment Solutions
Alabama
$477K
WH
1904
Willner & Heller
California
$476K
QL
1905
Quarry LP
New York
$476K
SPA
1906
Sherbrooke Park Advisers
New York
$473K
BHIA
1907
Birch Hill Investment Advisors
Massachusetts
$473K
RP
1908
Raelipskie Partnership
Ontario, Canada
$473K
FFG
1909
Fortem Financial Group
California
$472K
PS
1910
Planned Solutions
California
$471K
LWM
1911
Lakeridge Wealth Management
Ohio
$471K
CCM
1912
Check Capital Management
California
$470K
SWGC
1913
Summit Wealth Group (Colorado)
Colorado
$468K
FWA
1914
FSM Wealth Advisors
Ohio
$468K
QFA
1915
Quantum Financial Advisors
California
$468K
WMA
1916
Wealth Management Associates
New Jersey
$468K
RL
1917
Ruffer LLP
United Kingdom
$467K
MJP
1918
Michael J. Puzo
$466K
AF
1919
Arrow Financial
New York
$465K
NC
1920
North Capital
Utah
$465K
HCMG
1921
Howard Capital Management Group
California
$461K
WF
1922
WoodTrust Financial
Wisconsin
$461K
FFA
1923
Founders Financial Alliance
North Carolina
$461K
MWM
1924
Maripau Wealth Management
Indiana
$460K
THL
1925
Tillman Hartley LLC
Colorado
$459K