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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
SP
1026
Sherman Porfolios
Idaho
$2.09M
JG
1027
Jain Global
New York
$2.08M
FB
1028
Fulton Bank
Pennsylvania
$2.08M
CW
1029
CreativeOne Wealth
Kansas
$2.08M
DWM
1030
Drive Wealth Management
Utah
$2.07M
HIC
1031
Holderness Investments Company
North Carolina
$2.07M
FFS
1032
Founders Financial Securities
Maryland
$2.06M
CNBT
1033
Canandaigua National Bank & Trust
New York
$2.06M
MC
1034
Martin & Co
Tennessee
$2.04M
FG
1035
Fiduciary Group
Georgia
$2.04M
AL
1036
Aspiriant LLC
California
$2.03M
IAN
1037
Integrated Advisors Network
Texas
$2.03M
VWM
1038
VCI Wealth Management
Missouri
$2.03M
TPWA
1039
TRUE Private Wealth Advisors
Oregon
$2.02M
AWM
1040
Aprio Wealth Management
Georgia
$2.02M
PK
1041
Pflug Koory
Nebraska
$2.02M
BFIM
1042
Beese Fulmer Investment Management
Ohio
$2.01M
FBT
1043
First Bank & Trust
South Dakota
$2.01M
CA
1044
CSM Advisors
Pennsylvania
$2M
WBC
1045
Westpac Banking Corp
Australia
$2M
EFS
1046
Essex Financial Services
Connecticut
$2M
CFM
1047
Catalyst Funds Management
Australia
$1.99M
HH
1048
Hilltop Holdings
Texas
$1.98M
HCM
1049
Highview Capital Management
Illinois
$1.98M
CWS
1050
Cypress Wealth Services
California
$1.97M