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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
FCBT
901
First Citizens Bank & Trust
North Carolina
$2.79M
VVP
902
Venture Visionary Partners
Ohio
$2.78M
MMPW
903
Mitchell McLeod Pugh & Williams
Alabama
$2.78M
AA
904
Argent Advisors
Louisiana
$2.77M
SWM
905
Shelton Wealth Management
Texas
$2.77M
SCTC
906
Sanibel Captiva Trust Company
Florida
$2.76M
NRS
907
Neville Rodie & Shaw
New York
$2.76M
FAL
908
Focused Alpha LLC
Colorado
$2.76M
XWM
909
Xcel Wealth Management
Florida
$2.75M
WP
910
WealthShield Partners
North Carolina
$2.75M
APC
911
Aspire Private Capital
North Carolina
$2.75M
B
912
Bailard
California
$2.75M
GAG
913
GM Advisory Group
New York
$2.74M
BRWA
914
B. Riley Wealth Advisors
Florida
$2.74M
DAS
915
Dynamic Advisor Solutions
Arizona
$2.72M
CAS
916
Coppell Advisory Solutions
Texas
$2.72M
RF
917
Roxbury Financial
New Jersey
$2.71M
SSI
918
Scott & Selber Inc
Texas
$2.7M
RFM
919
Royal Fund Management
Florida
$2.68M
USCWA
920
U.S. Capital Wealth Advisors
Texas
$2.68M
AGWCA
921
Annis Gardner Whiting Capital Advisors
Florida
$2.68M
CC
922
Courier Capital
New York
$2.68M
SAI
923
Savvy Advisors Inc
New York
$2.67M
SACTSONJ
924
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.66M
WBC
925
West Branch Capital
Massachusetts
$2.65M