WFC icon

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
CWM
2601
Cranbrook Wealth Management
Michigan
$126K
FC
2602
Family CFO
California
$126K
OAM
2603
Ostrum Asset Management
France
$125K
RF
2604
Rossby Financial
Florida
$123K
SA
2605
Strategic Advocates
Utah
$121K
USB
2606
Union Savings Bank
Connecticut
$121K
IRAG
2607
Investment Research & Advisory Group
Georgia
$120K
MSWM
2608
Mowery & Schoenfeld Wealth Management
Illinois
$118K
AFG
2609
Albion Financial Group
Utah
$117K
NFSG
2610
Newbridge Financial Services Group
Florida
$116K
TC
2611
Truvestments Capital
Florida
$116K
CTB
2612
Country Trust Bank
Illinois
$116K
TFGT
2613
TS Financial Group (TSFG)
Illinois
$115K
AIM
2614
Arcadia Investment Management
Michigan
$114K
C
2615
Covestor
United Kingdom
$114K
MIM
2616
Manitou Investment Management
Ontario, Canada
$114K
FFL
2617
Financial Freedom LLC
Ohio
$114K
WOSD
2618
WFA of San Diego
California
$114K
BHWM
2619
Beaird Harris Wealth Management
Texas
$113K
FMTCOCP
2620
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$113K
MEG
2621
Millstone Evans Group
Colorado
$112K
OAJ
2622
Ogorek Anthony Joseph
New York
$112K
RG
2623
RHL Group
Michigan
$112K
RWM
2624
RMG Wealth Management
Wisconsin
$111K
OPTFSNA
2625
Old Point Trust & Financial Services N A
Virginia
$110K