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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
FSCM
2151
Front Street Capital Management
Montana
$349K
TNBTD
2152
Trustmark National Bank Trust Department
Mississippi
$348K
XSC
2153
X-Square Capital
Puerto Rico
$348K
CWA
2154
CM Wealth Advisors
Ohio
$347K
FFA
2155
Fi3 Financial Advisors
Indiana
$347K
NS
2156
Northland Securities
Minnesota
$345K
NWM
2157
Nolet Wealth Management
Texas
$345K
RWC
2158
Rare Wolf Capital
Washington
$344K
OWA
2159
Outlook Wealth Advisors
Texas
$343K
CCS
2160
Concentric Capital Strategies
Connecticut
$343K
BMO
2161
Beck Mack & Oliver
New York
$343K
AWC
2162
Abundance Wealth Counselors
Pennsylvania
$343K
M
2163
MATAURO
New York
$343K
CF
2164
Convergence Financial
Missouri
$342K
COFSG
2165
Carbahal Olsen Financial Services Group
California
$342K
AA
2166
Auctus Advisors
North Carolina
$342K
MWA
2167
Motive Wealth Advisors
Michigan
$342K
FSA
2168
Financial Security Advisor
Virginia
$342K
EFG
2169
Embree Financial Group
Illinois
$341K
LWA
2170
Lifelong Wealth Advisors
Minnesota
$340K
BFA
2171
Beaumont Financial Advisors
Massachusetts
$338K
FCG
2172
Financial Connections Group
California
$337K
WRPWM
2173
Werba Rubin Papier Wealth Management
California
$336K
VV
2174
Verity & Verity
South Carolina
$336K
PWM
2175
Parkway Wealth Management
Texas
$336K