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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
FB
1026
Fulton Bank
Pennsylvania
$2.08M
CW
1027
CreativeOne Wealth
Kansas
$2.08M
DWM
1028
Drive Wealth Management
Utah
$2.07M
HIC
1029
Holderness Investments Company
North Carolina
$2.07M
FFS
1030
Founders Financial Securities
Maryland
$2.06M
CNBT
1031
Canandaigua National Bank & Trust
New York
$2.06M
MC
1032
Martin & Co
Tennessee
$2.04M
FG
1033
Fiduciary Group
Georgia
$2.04M
AL
1034
Aspiriant LLC
California
$2.03M
IAN
1035
Integrated Advisors Network
Texas
$2.03M
VWM
1036
VCI Wealth Management
Missouri
$2.03M
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$2.02M
AWM
1038
Aprio Wealth Management
Georgia
$2.02M
PK
1039
Pflug Koory
Nebraska
$2.02M
BFIM
1040
Beese Fulmer Investment Management
Ohio
$2.01M
FBT
1041
First Bank & Trust
South Dakota
$2.01M
CA
1042
CSM Advisors
Pennsylvania
$2M
WBC
1043
Westpac Banking Corp
Australia
$2M
EFS
1044
Essex Financial Services
Connecticut
$2M
CFM
1045
Catalyst Funds Management
Australia
$1.99M
HH
1046
Hilltop Holdings
Texas
$1.98M
HCM
1047
Highview Capital Management
Illinois
$1.98M
CWS
1048
Cypress Wealth Services
California
$1.97M
KCM
1049
Kathmere Capital Management
Pennsylvania
$1.96M
OTL
1050
Oak Thistle LLC
New York
$1.96M