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
PW
1151
Potentia Wealth
California
$1.59M
PAM
1152
Palisade Asset Management
Minnesota
$1.59M
VNIM
1153
Vaughan Nelson Investment Management
Texas
$1.59M
MWM
1154
Modern Wealth Management
Kansas
$1.58M
CIS
1155
Capital International Sarl
California
$1.58M
CWM
1156
Cornerstone Wealth Management
Missouri
$1.58M
HNB
1157
Hilltop National Bank
Wyoming
$1.57M
AI
1158
Accredited Investors
Minnesota
$1.56M
AA
1159
Ancora Advisors
Ohio
$1.56M
VWM
1160
Vivid Wealth Management
Iowa
$1.56M
OPCM
1161
Osborne Partners Capital Management
California
$1.56M
KC
1162
Knuff & Co
California
$1.56M
DI
1163
Diligent Investors
California
$1.55M
AIA
1164
Affinity Investment Advisors
California
$1.54M
PWA
1165
Pitcairn Wealth Advisors
Pennsylvania
$1.53M
NSIM
1166
North Star Investment Management
Illinois
$1.53M
AW
1167
Alteri Wealth
California
$1.53M
VRM
1168
Vectors Research Management
New York
$1.52M
LCAM
1169
London & Capital Asset Management
United Kingdom
$1.52M
WFI
1170
West Family Investments
California
$1.52M
BFO
1171
Biltmore Family Office
North Carolina
$1.52M
HBT
1172
Hills Bank & Trust
Iowa
$1.51M
ESB
1173
Essex Savings Bank
Connecticut
$1.5M
PCS
1174
Personal CFO Solutions
New Jersey
$1.5M
HAM
1175
Hedges Asset Management
Nevada
$1.49M