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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
NS
1001
NBC Securities
Alabama
$2.2M
LI
1002
Louisbourg Investments
New Brunswick, Canada
$2.19M
CI
1003
Conning Inc
Connecticut
$2.18M
MK
1004
MASTERINVEST Kapitalanlage
$2.18M
HSA
1005
HBK Sorce Advisory
Pennsylvania
$2.17M
VIM
1006
Vista Investment Management
Pennsylvania
$2.17M
LIM
1007
Leavell Investment Management
Alabama
$2.17M
JIP
1008
Jaffetilchin Investment Partners
Florida
$2.17M
SMA
1009
Sage Mountain Advisors
Georgia
$2.16M
CNBTD
1010
Citizens National Bank Trust Department
Mississippi
$2.15M
FRM
1011
Fox Run Management
Connecticut
$2.15M
PFA
1012
Pure Financial Advisors
California
$2.15M
IAIM
1013
International Assets Investment Management
Florida
$2.14M
PTC
1014
Private Trust Company
Ohio
$2.14M
BB
1015
Busey Bank
Illinois
$2.13M
LFA
1016
Legacy Financial Advisors
Kentucky
$2.13M
MBWA
1017
Marin Bay Wealth Advisors
California
$2.12M
OCM
1018
One Capital Management
California
$2.12M
RPC
1019
Rossmore Private Capital
Connecticut
$2.12M
MCWS
1020
McKinley Carter Wealth Services
West Virginia
$2.1M
PWA
1021
Phoenix Wealth Advisors
North Carolina
$2.1M
NHC
1022
Nicholas Hoffman & Company
Georgia
$2.09M
AC
1023
AlphaCore Capital
California
$2.09M
SP
1024
Sherman Porfolios
Idaho
$2.09M
JG
1025
Jain Global
New York
$2.08M