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
VIM
1001
Vista Investment Management
Pennsylvania
$2.17M
LIM
1002
Leavell Investment Management
Alabama
$2.17M
JIP
1003
Jaffetilchin Investment Partners
Florida
$2.17M
SMA
1004
Sage Mountain Advisors
Georgia
$2.16M
CNBTD
1005
Citizens National Bank Trust Department
Mississippi
$2.15M
FRM
1006
Fox Run Management
Connecticut
$2.15M
PFA
1007
Pure Financial Advisors
California
$2.15M
IAIM
1008
International Assets Investment Management
Florida
$2.14M
PTC
1009
Private Trust Company
Ohio
$2.14M
BB
1010
Busey Bank
Illinois
$2.13M
LFA
1011
Legacy Financial Advisors
Kentucky
$2.13M
MBWA
1012
Marin Bay Wealth Advisors
California
$2.12M
OCM
1013
One Capital Management
California
$2.12M
RPC
1014
Rossmore Private Capital
Connecticut
$2.12M
MCWS
1015
McKinley Carter Wealth Services
West Virginia
$2.1M
PWA
1016
Phoenix Wealth Advisors
North Carolina
$2.1M
NHC
1017
Nicholas Hoffman & Company
Georgia
$2.09M
AC
1018
AlphaCore Capital
California
$2.09M
SP
1019
Sherman Porfolios
Idaho
$2.09M
JG
1020
Jain Global
New York
$2.08M
FB
1021
Fulton Bank
Pennsylvania
$2.08M
CW
1022
CreativeOne Wealth
Kansas
$2.08M
DWM
1023
Drive Wealth Management
Utah
$2.07M
HIC
1024
Holderness Investments Company
North Carolina
$2.07M
FFS
1025
Founders Financial Securities
Maryland
$2.06M