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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
SYBT
1326
Stock Yards Bank & Trust
Kentucky
$1.15M
BFA
1327
Bragg Financial Advisors
North Carolina
$1.15M
FMWA
1328
Forvis Mazars Wealth Advisors
Missouri
$1.14M
WWM
1329
Western Wealth Management
Colorado
$1.14M
VWA
1330
Visionary Wealth Advisors
Illinois
$1.13M
CAG
1331
Csenge Advisory Group
Florida
$1.13M
NWM
1332
Northwest Wealth Management
Iowa
$1.13M
HCP
1333
Hardin Capital Partners
South Carolina
$1.13M
SAM
1334
S.A. Mason
Michigan
$1.13M
ASC
1335
Atalanta Sosnoff Capital
New York
$1.12M
BW
1336
BIP Wealth
Georgia
$1.12M
MAWA
1337
Moss Adams Wealth Advisors
Washington
$1.12M
TMC
1338
Themes Management Co
Connecticut
$1.12M
PWMAG
1339
Pinnacle Wealth Management Advisory Group
New Jersey
$1.11M
OFS
1340
OneAscent Financial Services
Alabama
$1.11M
VGDSS
1341
VUB Generali dochodkova spravcovska spolocnost
$1.11M
LPAM
1342
Lodestar Private Asset Management
California
$1.11M
GIP
1343
Greatmark Investment Partners
Georgia
$1.11M
PIA
1344
Perennial Investment Advisors
California
$1.11M
FFM
1345
Flagstone Financial Management
Nebraska
$1.1M
DFCM
1346
Dark Forest Capital Management
Puerto Rico
$1.1M
AWM
1347
Accurate Wealth Management
Florida
$1.1M
TWM
1348
Thrive Wealth Management
Pennsylvania
$1.1M
LIA
1349
LBMC Investment Advisors
Tennessee
$1.09M
SC
1350
Sepio Capital
Utah
$1.09M