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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
CWS
1051
Cypress Wealth Services
California
$1.97M
KCM
1052
Kathmere Capital Management
Pennsylvania
$1.96M
OTL
1053
Oak Thistle LLC
New York
$1.96M
1CP
1054
17 Capital Partners
Arizona
$1.96M
PI
1055
PFG Investments
New York
$1.96M
KIG
1056
Kennedy Investment Group
New Jersey
$1.96M
LWM
1057
LJI Wealth Management
Indiana
$1.96M
AIM
1058
Advyzon Investment Management
Illinois
$1.95M
LSA
1059
Leonteq Securities AG
Switzerland
$1.94M
VAM
1060
Virtue Asset Management
Illinois
$1.94M
BHBT
1061
Burke & Herbert Bank & Trust
Virginia
$1.94M
GLLW
1062
Graves Light Lenhart Wealth
Virginia
$1.93M
FHC
1063
First Horizon Corporation
Tennessee
$1.93M
BCWM
1064
Bartlett & Co Wealth Management
Ohio
$1.92M
IWM
1065
IHT Wealth Management
Illinois
$1.92M
TSS
1066
Two Sigma Securities
New York
$1.92M
NIM
1067
Northeast Investment Management
Massachusetts
$1.9M
MIM
1068
Miller Investment Management
Pennsylvania
$1.9M
LIA
1069
LS Investment Advisors
Michigan
$1.89M
FFBTD
1070
First Financial Bank - Trust Division
Ohio
$1.89M
CTC
1071
Cetera Trust Company
Minnesota
$1.89M
MCM
1072
Mainstay Capital Management
Michigan
$1.88M
CIA
1073
Citadel Investment Advisory
Ohio
$1.88M
IIA
1074
IPG Investment Advisors
California
$1.87M
HA
1075
Harbor Advisors
Florida
$1.86M