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
STSL
1101
SG Trading Solutions, LLC
Utah
$1.73M
RPCONE
1102
Retirement Planning Company of New England
Rhode Island
$1.73M
FA
1103
Fiduciary Alliance
South Carolina
$1.72M
DWA
1104
Delap Wealth Advisory
Oregon
$1.72M
BP
1105
BNP Paribas
France
$1.71M
PWPS
1106
Pinnacle Wealth Planning Services
Ohio
$1.71M
GWM
1107
Gilpin Wealth Management
Colorado
$1.7M
PWA
1108
Providence Wealth Advisors
Illinois
$1.69M
CT
1109
Caldwell Trust
Florida
$1.69M
CT
1110
Chicago Trust
Illinois
$1.69M
GIM
1111
Generali Investments Management
Slovenia
$1.69M
NERM
1112
New England Research & Management
Illinois
$1.69M
SIA
1113
SeaBridge Investment Advisors
New Jersey
$1.69M
HT
1114
Heritage Trust
Oklahoma
$1.69M
VA
1115
VestGen Advisors
Illinois
$1.69M
TCOT
1116
Trust Company of Toledo
Ohio
$1.68M
AF
1117
Advisornet Financial
Minnesota
$1.68M
BOC
1118
Barbara Oil Co
Illinois
$1.68M
KA
1119
Kovack Advisors
Florida
$1.67M
VBFP
1120
Valtinson Bruner Financial Planning
Minnesota
$1.67M
MT
1121
Midwest Trust
Kansas
$1.67M
NB
1122
Nicolet Bankshares
Wisconsin
$1.67M
EM
1123
Excalibur Management
Massachusetts
$1.66M
EFH
1124
Eaton Financial Holdings
Florida
$1.66M
WBG
1125
Wharton Business Group
Pennsylvania
$1.65M