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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
CWMK
1001
Caliber Wealth Management (Kansas)
Kansas
$2.21M
WTB
1002
Washington Trust Bank
Washington
$2.2M
NS
1003
NBC Securities
Alabama
$2.2M
LI
1004
Louisbourg Investments
New Brunswick, Canada
$2.19M
CI
1005
Conning Inc
Connecticut
$2.18M
MK
1006
MASTERINVEST Kapitalanlage
$2.18M
HSA
1007
HBK Sorce Advisory
Pennsylvania
$2.17M
VIM
1008
Vista Investment Management
Pennsylvania
$2.17M
LIM
1009
Leavell Investment Management
Alabama
$2.17M
JIP
1010
Jaffetilchin Investment Partners
Florida
$2.17M
SMA
1011
Sage Mountain Advisors
Georgia
$2.16M
CNBTD
1012
Citizens National Bank Trust Department
Mississippi
$2.15M
FRM
1013
Fox Run Management
Connecticut
$2.15M
PFA
1014
Pure Financial Advisors
California
$2.15M
IAIM
1015
International Assets Investment Management
Florida
$2.14M
PTC
1016
Private Trust Company
Ohio
$2.14M
BB
1017
Busey Bank
Illinois
$2.13M
LFA
1018
Legacy Financial Advisors
Kentucky
$2.13M
MBWA
1019
Marin Bay Wealth Advisors
California
$2.12M
OCM
1020
One Capital Management
California
$2.12M
RPC
1021
Rossmore Private Capital
Connecticut
$2.12M
MCWS
1022
McKinley Carter Wealth Services
West Virginia
$2.1M
PWA
1023
Phoenix Wealth Advisors
North Carolina
$2.1M
NHC
1024
Nicholas Hoffman & Company
Georgia
$2.09M
AC
1025
AlphaCore Capital
California
$2.09M