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Wells Fargo

2,854 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: 2,6422,854 (+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
2,854
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
ANBT
2576
American National Bank & Trust
Texas
$154K
OC
2577
Optima Capital
Oregon
$154K
SWIM
2578
Smallwood Wealth Investment Management
New Jersey
$150K
HWA
2579
Heritage Wealth Advisors
Virginia
$150K
CT
2580
Clearstead Trust
Maine
$149K
BWL
2581
Bogart Wealth LLC
Virginia
$149K
FMP
2582
Financial Management Professionals
Texas
$149K
CYG
2583
Clean Yield Group
Vermont
$148K
MMCM
2584
Murphy & Mullick Capital Management
New York
$147K
CPG
2585
Cornerstone Planning Group
New Jersey
$147K
HCM
2586
Hollencrest Capital Management
California
$145K
KBFS
2587
Kohmann Bosshard Financial Services
Ohio
$144K
FFA
2588
Frazier Financial Advisors
Ohio
$143K
AWM
2589
Activest Wealth Management
Florida
$141K
RL
2590
Rogco LP
Oklahoma
$141K
MFP
2591
Meramec Financial Planners
Missouri
$141K
ATC
2592
Adirondack Trust Company
New York
$141K
IBOK
2593
Independence Bank of Kentucky
Kentucky
$137K
UIA
2594
Ulland Investment Advisors
Minnesota
$134K
CFD
2595
Creative Financial Designs
Indiana
$134K
HHCP
2596
Hilton Head Capital Partners
South Carolina
$133K
CAM
2597
Clarity Asset Management
Iowa
$133K
UCB
2598
United Community Bank
South Carolina
$131K
SA
2599
SRH Advisors
Kansas
$130K
SWM
2600
SHP Wealth Management
Massachusetts
$130K