WFC icon

Wells Fargo

2,830 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, 1,090 increasing their positions, 987 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: 2,6412,830 (+189)

1.65% 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
2,830
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
GWS
2626
Greykasell Wealth Strategies
California
$91.3K
BGWM
2627
Bridge Generations Wealth Management
Florida
$89.7K
KFG
2628
Kingdom Financial Group
Arizona
$87.4K
AFC
2629
Ares Financial Consulting
California
$85.5K
SNB
2630
Security National Bank
Nebraska
$83.5K
VFM
2631
Vision Financial Markets
Connecticut
$82.8K
IRC
2632
Investors Research Corp
Georgia
$81.9K
RS
2633
Rakuten Securities
Japan
$81.9K
SRCM
2634
Signature Resources Capital Management
California
$81.8K
WA
2635
WPG Advisers
Maryland
$81.1K
NECFA
2636
New England Capital Financial Advisors
Connecticut
$78.2K
WSCM
2637
Wellington Shields Capital Management
New York
$76.9K
CFM
2638
Cornerstone Financial Management
Massachusetts
$76.8K
PWMG
2639
Private Wealth Management Group
New Jersey
$76.4K
FCT
2640
First Community Trust
Iowa
$75.9K
MFT
2641
Moisand Fitzgerald Tamayo
Florida
$74.9K
ATC
2642
Advantage Trust Company
Kansas
$74.6K
PMIM
2643
Prudent Man Investment Management
Colorado
$74.6K
Q1WB
2644
Quest 10 Wealth Builders
Virginia
$72.9K
FC
2645
Fairscale Capital
New Hampshire
$72.7K
BL
2646
BFSG LLC
California
$72.4K
HWP
2647
Highline Wealth Partners
California
$71.7K
MSL
2648
Monetary Solutions, Ltd
Ohio
$69K
SEP
2649
Signature Equity Partners
Ohio
$68.4K
RFA
2650
Reyes Financial Architecture
California
$67.8K