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
FFM
651
Forum Financial Management
Illinois
$5.54M
CAG
652
Crestwood Advisors Group
Massachusetts
$5.53M
JIC
653
Joel Isaacson & Co
New York
$5.52M
CP
654
Clayton Partners
California
$5.51M
GWMR
655
GC Wealth Management RIA
Massachusetts
$5.48M
IA
656
IFP Advisors
Florida
$5.47M
Fayez Sarofim & Co
657
Fayez Sarofim & Co
Texas
$5.45M
MCM
658
Maltese Capital Management
New York
$5.45M
JF
659
Jump Financial
Illinois
$5.41M
VF
660
Vest Financial
Virginia
$5.4M
GP
661
Guardian Partners
Canada
$5.39M
PPW
662
Parcion Private Wealth
Washington
$5.38M
SPC
663
Sigma Planning Corp
Michigan
$5.37M
DWP
664
Daymark Wealth Partners
Ohio
$5.37M
Jacobs Levy Equity Management
665
Jacobs Levy Equity Management
New Jersey
$5.36M
RVM
666
Robinson Value Management
Texas
$5.35M
PGFC
667
Peapack-Gladstone Financial Corp
New Jersey
$5.34M
VFA
668
Valeo Financial Advisors
Indiana
$5.34M
HZ
669
Hixon Zuercher
Ohio
$5.33M
BOS
670
Bank of Stockton
California
$5.32M
TCM
671
Twin Capital Management
Pennsylvania
$5.28M
HNB
672
Huntington National Bank
Ohio
$5.26M
LBC
673
Lowe Brockenbrough & Co
Virginia
$5.25M
HFM
674
Harvest Fund Management
China
$5.24M
LDB
675
Lee, Danner & Bass
Tennessee
$5.23M