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
SAG
1276
SageView Advisory Group
California
$1.23M
SFG
1277
Sather Financial Group
Texas
$1.23M
CWG
1278
Crown Wealth Group
North Carolina
$1.23M
RCWM
1279
Royal Capital Wealth Management
Indiana
$1.22M
FM
1280
Freemont Management
Switzerland
$1.22M
PE
1281
PCM Encore
Colorado
$1.22M
EAM
1282
Empirical Asset Management
Massachusetts
$1.22M
CFP
1283
Catalyst Financial Partners
Massachusetts
$1.21M
OWP
1284
Obermeyer Wealth Partners
Colorado
$1.21M
RCA
1285
Resonant Capital Advisors
Wisconsin
$1.21M
CLA
1286
Carnegie Lake Advisors
New Jersey
$1.21M
SWM
1287
Shakespeare Wealth Management
Wisconsin
$1.21M
RCM
1288
RB Capital Management
Nevada
$1.2M
FIB
1289
First Interstate Bank
Montana
$1.2M
MW
1290
Marble Wealth
Alabama
$1.2M
RCM
1291
Raleigh Capital Management
North Carolina
$1.2M
PL
1292
Perpetual Ltd
Australia
$1.2M
Members Trust
1293
Members Trust
Florida
$1.2M
CP
1294
Clarendon Private
Massachusetts
$1.2M
ISL
1295
Ingalls & Snyder LLC
New York
$1.19M
HIA
1296
Harbor Investment Advisory
Maryland
$1.19M
CIA
1297
Cascade Investment Advisors
Oregon
$1.19M
BFG
1298
Berger Financial Group
Minnesota
$1.19M
CIA
1299
Cladis Investment Advisory
Montana
$1.19M
NRC
1300
New Republic Capital
North Carolina
$1.19M