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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
1CP
1051
17 Capital Partners
Arizona
$1.96M
PI
1052
PFG Investments
New York
$1.96M
KIG
1053
Kennedy Investment Group
New Jersey
$1.96M
LWM
1054
LJI Wealth Management
Indiana
$1.96M
AIM
1055
Advyzon Investment Management
Illinois
$1.95M
LSA
1056
Leonteq Securities AG
Switzerland
$1.94M
VAM
1057
Virtue Asset Management
Illinois
$1.94M
BHBT
1058
Burke & Herbert Bank & Trust
Virginia
$1.94M
GLLW
1059
Graves Light Lenhart Wealth
Virginia
$1.93M
FHC
1060
First Horizon Corporation
Tennessee
$1.93M
BCWM
1061
Bartlett & Co Wealth Management
Ohio
$1.92M
IWM
1062
IHT Wealth Management
Illinois
$1.92M
TSS
1063
Two Sigma Securities
New York
$1.92M
NIM
1064
Northeast Investment Management
Massachusetts
$1.9M
MIM
1065
Miller Investment Management
Pennsylvania
$1.9M
LIA
1066
LS Investment Advisors
Michigan
$1.89M
FFBTD
1067
First Financial Bank - Trust Division
Ohio
$1.89M
CTC
1068
Cetera Trust Company
Minnesota
$1.89M
MCM
1069
Mainstay Capital Management
Michigan
$1.88M
CIA
1070
Citadel Investment Advisory
Ohio
$1.88M
IIA
1071
IPG Investment Advisors
California
$1.87M
HA
1072
Harbor Advisors
Florida
$1.86M
CCM
1073
Collar Capital Management
Wisconsin
$1.86M
LCM
1074
Leisure Capital Management
California
$1.86M
AWP
1075
Accretive Wealth Partners
New Jersey
$1.86M