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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
CCWM
1351
Correct Capital Wealth Management
Missouri
$1.08M
E
1352
Evansbrook
Illinois
$1.08M
AAS
1353
Ameritas Advisory Services
Nebraska
$1.07M
POIA
1354
Pin Oak Investment Advisors
Texas
$1.07M
BDLIB
1355
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.07M
DBIA
1356
Dumont & Blake Investment Advisors
New Jersey
$1.07M
FAM
1357
Formidable Asset Management
Ohio
$1.07M
PCM
1358
Pointe Capital Management
Michigan
$1.07M
WIM
1359
Wittenberg Investment Management
Massachusetts
$1.06M
FTC
1360
Farmers Trust Company
Ohio
$1.06M
CA
1361
Carson Advisory
Georgia
$1.06M
WIM
1362
WealthPlan Investment Management
Nebraska
$1.06M
WP
1363
Wealthspan Partners
Iowa
$1.05M
WCM
1364
Winebrenner Capital Management
Kentucky
$1.05M
NIA
1365
NBZ Investment Advisors
Tennessee
$1.05M
KMWM
1366
Keudell/Morrison Wealth Management
Oregon
$1.05M
EW
1367
Entruity Wealth
California
$1.04M
KTC
1368
Kentucky Trust Company
Kentucky
$1.04M
CH
1369
Cromwell Holdings
Wyoming
$1.04M
AIA
1370
AIMZ Investment Advisors
California
$1.04M
PMG
1371
Private Management Group
California
$1.04M
EW
1372
Element Wealth
Mississippi
$1.03M
CPA
1373
Capital Performance Advisors
California
$1.03M
PWW
1374
Pettyjohn Wood & White
Virginia
$1.03M
PCA
1375
Providence Capital Advisors
North Carolina
$1.03M