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
ONGA
2901
O'Neil Global Advisors
California
IF
2902
Integrity Financial
Wyoming
FC
2903
FORA Capital
Florida
HI
2904
Humankind Investments
New York
BAS
2905
Brueske Advisory Services
Washington
ST
2906
Sageworth Trust
Pennsylvania
TC
2907
TwinBeech Capital
New York
RCM
2908
Requisite Capital Management
Texas
HKIM
2909
Hayek Kallen Investment Management
Alabama
SFP
2910
SwitchPoint Financial Planning
Utah
LOAMU
2911
Lombard Odier Asset Management (USA)
New York
AIA
2912
Arbor Investment Advisors
North Carolina
HIIFS
2913
Harel Insurance Investments & Financial Services
Israel
CAS
2914
CTC Alternative Strategies
Illinois
PVI
2915
Pine Valley Investments
New Jersey
QT
2916
Quantbot Technologies
New York
CM
2917
Capula Management
Cayman Islands
BWCS
2918
Beirne Wealth Consulting Services
Connecticut
SWIG
2919
Strategic Wealth Investment Group
Kentucky
GCP
2920
GSA Capital Partners
United Kingdom
SFS
2921
Strategic Financial Services
New York
LI
2922
LifeWealth Investments
Florida
YWM
2923
Yukon Wealth Management
Kansas
AWA
2924
Acorn Wealth Advisors
Michigan
SC
2925
SummitTX Capital
Texas