WFC icon

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
GRP
551
Global Retirement Partners
California
$8.74M
QCG
552
Quadrant Capital Group
Ohio
$8.7M
MFG
553
Monte Financial Group
Connecticut
$8.66M
MSA
554
MUFG Securities Americas
New York
$8.56M
HF
555
HRT Financial
New York
$8.52M
AF
556
Alerus Financial
North Dakota
$8.52M
CK
557
Cohen Klingenstein
New York
$8.47M
TFA
558
Transamerica Financial Advisors
Florida
$8.42M
RCM
559
RNC Capital Management
California
$8.4M
EOJOAM
560
E. Ohman J:or Asset Management
Sweden
$8.31M
GFA
561
Gifford Fong Associates
California
$8.21M
SI
562
Stephens Inc
Arkansas
$8.13M
Westfield Capital Management
563
Westfield Capital Management
Massachusetts
$8.1M
SCM
564
Sterling Capital Management
North Carolina
$8.09M
IAA
565
Independent Advisor Alliance
North Carolina
$8.08M
DAS
566
DMKC Advisory Services
Iowa
$8.06M
RWM
567
Ritholtz Wealth Management
New York
$8.05M
LNWTC
568
Laird Norton Wetherby Trust Company
Washington
$7.99M
CANC
569
Culbertson A N & Co
Virginia
$7.98M
SAM
570
Securian Asset Management
Minnesota
$7.96M
Bessemer Group
571
Bessemer Group
New Jersey
$7.92M
KRSITF
572
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.91M
MWM
573
Mission Wealth Management
California
$7.9M
JWCA
574
J.W. Cole Advisors
Florida
$7.86M
HAI
575
Hennessy Advisors Inc
California
$7.83M