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Wells Fargo

2,872 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,102 increasing their positions, 990 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:

9% more funds holding

Funds holding: 2,6472,872 (+225)

2% more ownership

Funds ownership: 74.55%76.55% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,872
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
AC
1026
AlphaCore Capital
California
$2.09M
SP
1027
Sherman Porfolios
Idaho
$2.09M
JG
1028
Jain Global
New York
$2.08M
FB
1029
Fulton Bank
Pennsylvania
$2.08M
CW
1030
CreativeOne Wealth
Kansas
$2.08M
DWM
1031
Drive Wealth Management
Utah
$2.07M
HIC
1032
Holderness Investments Company
North Carolina
$2.07M
FFS
1033
Founders Financial Securities
Maryland
$2.06M
CNBT
1034
Canandaigua National Bank & Trust
New York
$2.06M
MC
1035
Martin & Co
Tennessee
$2.04M
FG
1036
Fiduciary Group
Georgia
$2.04M
AL
1037
Aspiriant LLC
California
$2.03M
IAN
1038
Integrated Advisors Network
Texas
$2.03M
VWM
1039
VCI Wealth Management
Missouri
$2.03M
TPWA
1040
TRUE Private Wealth Advisors
Oregon
$2.02M
AWM
1041
Aprio Wealth Management
Georgia
$2.02M
PK
1042
Pflug Koory
Nebraska
$2.02M
BFIM
1043
Beese Fulmer Investment Management
Ohio
$2.01M
FBT
1044
First Bank & Trust
South Dakota
$2.01M
CA
1045
CSM Advisors
Pennsylvania
$2M
WBC
1046
Westpac Banking Corp
Australia
$2M
EFS
1047
Essex Financial Services
Connecticut
$2M
CFM
1048
Catalyst Funds Management
Australia
$1.99M
HH
1049
Hilltop Holdings
Texas
$1.98M
HCM
1050
Highview Capital Management
Illinois
$1.98M