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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
CNBT
1026
Canandaigua National Bank & Trust
New York
$2.06M
MC
1027
Martin & Co
Tennessee
$2.04M
FG
1028
Fiduciary Group
Georgia
$2.04M
AL
1029
Aspiriant LLC
California
$2.03M
IAN
1030
Integrated Advisors Network
Texas
$2.03M
VWM
1031
VCI Wealth Management
Missouri
$2.03M
TPWA
1032
TRUE Private Wealth Advisors
Oregon
$2.02M
AWM
1033
Aprio Wealth Management
Georgia
$2.02M
PK
1034
Pflug Koory
Nebraska
$2.02M
BFIM
1035
Beese Fulmer Investment Management
Ohio
$2.01M
FBT
1036
First Bank & Trust
South Dakota
$2.01M
CA
1037
CSM Advisors
Pennsylvania
$2M
WBC
1038
Westpac Banking Corp
Australia
$2M
EFS
1039
Essex Financial Services
Connecticut
$2M
CFM
1040
Catalyst Funds Management
Australia
$1.99M
HH
1041
Hilltop Holdings
Texas
$1.98M
HCM
1042
Highview Capital Management
Illinois
$1.98M
CWS
1043
Cypress Wealth Services
California
$1.97M
KCM
1044
Kathmere Capital Management
Pennsylvania
$1.96M
OTL
1045
Oak Thistle LLC
New York
$1.96M
1CP
1046
17 Capital Partners
Arizona
$1.96M
PI
1047
PFG Investments
New York
$1.96M
KIG
1048
Kennedy Investment Group
New Jersey
$1.96M
LWM
1049
LJI Wealth Management
Indiana
$1.96M
AIM
1050
Advyzon Investment Management
Illinois
$1.95M