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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
WDG
2201
Wealth Dimensions Group
Ohio
$324K
NG
2202
Northstar Group
New York
$323K
TPWA
2203
Twin Peaks Wealth Advisors
California
$323K
SIC
2204
SFE Investment Counsel
California
$323K
FHA
2205
Flagship Harbor Advisors
Massachusetts
$323K
VDI
2206
Vaughan David Investments
Illinois
$323K
RA
2207
Rise Advisors
New York
$323K
BWP
2208
BSW Wealth Partners
Colorado
$323K
DCA
2209
DB&C Advisors
Michigan
$319K
LCA
2210
Legend Capital Advisors
New York
$319K
BFO
2211
Boston Family Office
Massachusetts
$319K
WS
2212
Wilian Securities
Minnesota
$319K
CA
2213
Crewe Advisors
Utah
$318K
CAL
2214
Capital Advisors Ltd
Ohio
$317K
FFC
2215
Frederick Financial Consultants
Maryland
$317K
VC
2216
Veery Capital
Delaware
$316K
OC
2217
Oakworth Capital
Alabama
$316K
TC
2218
Trilogy Capital
California
$314K
IFA
2219
Index Fund Advisors
California
$313K
FCM
2220
Fortis Capital Management
Washington
$313K
FC
2221
Farringdon Capital
United Kingdom
$313K
ETS
2222
ESL Trust Services
New York
$312K
NPT
2223
Nixon Peabody Trust
Massachusetts
$312K
CWP
2224
Core Wealth Partners
California
$311K
PCH
2225
PGIM Custom Harvest
New Jersey
$311K