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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
CCFM
2176
Clear Creek Financial Management
Washington
$324K
DOA
2177
D'Orazio & Associates
Virginia
$324K
RFN
2178
RDA Financial Network
Iowa
$324K
LWM
2179
Lionshead Wealth Management
New York
$324K
WWM
2180
Westwood Wealth Management
California
$324K
WDG
2181
Wealth Dimensions Group
Ohio
$324K
NG
2182
Northstar Group
New York
$323K
TPWA
2183
Twin Peaks Wealth Advisors
California
$323K
SIC
2184
SFE Investment Counsel
California
$323K
FHA
2185
Flagship Harbor Advisors
Massachusetts
$323K
VDI
2186
Vaughan David Investments
Illinois
$323K
RA
2187
Rise Advisors
New York
$323K
BWP
2188
BSW Wealth Partners
Colorado
$323K
DCA
2189
DB&C Advisors
Michigan
$319K
LCA
2190
Legend Capital Advisors
New York
$319K
BFO
2191
Boston Family Office
Massachusetts
$319K
WS
2192
Wilian Securities
Minnesota
$319K
CA
2193
Crewe Advisors
Utah
$318K
CAL
2194
Capital Advisors Ltd
Ohio
$317K
FFC
2195
Frederick Financial Consultants
Maryland
$317K
VC
2196
Veery Capital
Delaware
$316K
OC
2197
Oakworth Capital
Alabama
$316K
TC
2198
Trilogy Capital
California
$314K
IFA
2199
Index Fund Advisors
California
$313K
FCM
2200
Fortis Capital Management
Washington
$313K