WFC icon

Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 increasing their positions, 989 reducing their positions, and 110 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,866
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
$3.85B
Puts
$5.44B
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
JWM
1251
Jupiter Wealth Management
Colorado
$1.29M
WWM
1252
Whalen Wealth Management
Nevada
$1.29M
RWP
1253
Ridgecrest Wealth Partners
California
$1.29M
AWM
1254
Arista Wealth Management
Nevada
$1.29M
CCA
1255
Childress Capital Advisors
Texas
$1.28M
NSAM
1256
North Star Asset Management
Wisconsin
$1.28M
PP
1257
PDS Planning
Ohio
$1.28M
AIM
1258
Anchor Investment Management
South Carolina
$1.28M
CIC
1259
Chilton Investment Company
Connecticut
$1.28M
FFG
1260
Fiduciary Financial Group
California
$1.28M
LI
1261
Lafayette Investments
Maryland
$1.28M
JSAM
1262
J. Safra Asset Management
New York
$1.27M
NCM
1263
Neumann Capital Management
California
$1.27M
SIC
1264
Salem Investment Counselors
North Carolina
$1.27M
WA
1265
WP Advisors
California
$1.27M
PFBT
1266
Parkside Financial Bank & Trust
Missouri
$1.27M
IFU
1267
iSAM Funds (UK)
United Kingdom
$1.26M
GC
1268
GatePass Capital
Ohio
$1.26M
EPW
1269
Evolve Private Wealth
California
$1.26M
BTW
1270
Boston Trust Walden
Massachusetts
$1.26M
BMA
1271
Brooks Moore & Associates
Tennessee
$1.26M
ZBNA
1272
Zions Bancorporation, National Association
Utah
$1.25M
MWM
1273
Meridian Wealth Management
Kentucky
$1.25M
Two Sigma Investments
1274
Two Sigma Investments
New York
$1.25M
IDA
1275
Intelligence Driven Advisers
California
$1.25M