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Wells Fargo

2,870 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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:

8% more funds holding

Funds holding: 2,6462,870 (+224)

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
2,870
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
LMFP
1376
Larry Mathis Financial Planning
Arizona
$1.04M
EW
1377
Entruity Wealth
California
$1.04M
KTC
1378
Kentucky Trust Company
Kentucky
$1.04M
CH
1379
Cromwell Holdings
Wyoming
$1.04M
AIA
1380
AIMZ Investment Advisors
California
$1.04M
PMG
1381
Private Management Group
California
$1.04M
EW
1382
Element Wealth
Mississippi
$1.03M
CPA
1383
Capital Performance Advisors
California
$1.03M
PWW
1384
Pettyjohn Wood & White
Virginia
$1.03M
PCA
1385
Providence Capital Advisors
North Carolina
$1.03M
RT
1386
Rockland Trust
Massachusetts
$1.03M
ANC
1387
Ames National Corp
Iowa
$1.03M
WBCM
1388
Wilson & Boucher Capital Management
California
$1.02M
BIP
1389
Blueprint Investment Partners
North Carolina
$1.02M
KJWM
1390
Kiley Juergens Wealth Management
Washington
$1.02M
B
1391
Bayban
Minnesota
$1.02M
TCOV
1392
Trust Company of Vermont
Vermont
$1.02M
DG
1393
DMC Group
Alabama
$1.02M
CS
1394
Candriam SCA
Luxembourg
$1.02M
SOS
1395
Silver Oak Securities
Tennessee
$1.02M
KA
1396
Klingman & Associates
New York
$1.02M
PA
1397
PFG Advisors
Arizona
$1.01M
CFO
1398
Cambient Family Office
Michigan
$1.01M
SP
1399
SmartHarvest Portfolios
Washington
$1.01M
FLI
1400
Family Legacy Inc
South Carolina
$1.01M