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Wells Fargo
WFC

2,896 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 1,108 increasing their positions, 993 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 401 | Existing positions closed: 111

21% more funds holding in top 10

Funds holding in top 10: 76 → 92 (+16)

12% more capital invested

Capital invested by funds: $200B → $224B (+$23.8B)

12% more repeat investments, than reductions

Existing positions increased: 1,108 | Existing positions reduced: 993

9% more funds holding

Funds holding: 2,656 → 2,896 (+240)

2.02% more ownership

Funds ownership: 74.61% → 76.63% (+2%)

29% less call options, than puts

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

Holders
2,896
Holders Change
+240
Holders Change %
+9.04%
% of All Funds
35.22%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
1.12%
New
401
Increased
1,108
Reduced
993
Closed
111
Calls
$3.85B
Puts
$5.44B
Net Calls
-$1.58B
Net Calls Change
-$788M

Top Buyers

1
BlackRock
BlackRock
New York
+$634M
2
Raymond James Financial
Raymond James Financial
Florida
+$279M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$271M
4
UBS AM
UBS AM
Illinois
+$206M
5
Harris Associates
Harris Associates
Illinois
+$182M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$869M
3
Capital International Investors
Capital International Investors
California
-$867M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$657M
5
Dodge & Cox
Dodge & Cox
California
-$571M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1451
Sendero Wealth Management
Texas
$939K +$21.2K +244 +2%
BRWM
1452
Blue Rock Wealth Management
North Carolina
$937K – – –
LFS
1453
Lighthouse Financial Services
California
$937K +$873K +10,054 New
WLPWM
1454
Walled Lake Planning & Wealth Management
Illinois
$935K +$101K +1,160 +13%
HAM
1455
Harmony Asset Management
Arizona
$935K +$191K +2,198 +28%
OL
1456
OneFund LLC
Florida
$931K +$38.3K +441 +5%
ZIG
1457
Zuckerman Investment Group
Illinois
$929K – – –
BWM
1458
Baron Wealth Management
Michigan
$929K +$70.9K +817 +9%
AF
1459
Avanza Fonder
Sweden
$928K +$865K +9,961 New
WIC
1460
Woodmont Investment Counsel
Tennessee
$928K – – –
ALAM
1461
Asahi Life Asset Management
Japan
$927K -$26K -299 -3%
1WM
1462
1900 Wealth Management
Texas
$922K +$23.5K +271 +3%
BCA
1463
Bay Colony Advisors
Massachusetts
$921K -$370K -4,261 -30%
MWM
1464
Manske Wealth Management
Texas
$921K -$3.47K -40 -0.4%
IP
1465
Indivisible Partners
Florida
$920K +$857K +9,870 New
IIL
1466
Income Insurance Ltd
$920K +$857K +9,870 New
BMC
1467
Beaton Management Company
Massachusetts
$918K – – –
SC
1468
Steph & Co
Wisconsin
$918K – – –
NFG
1469
Northbridge Financial Group
Florida
$917K +$855K +9,844 New
WB
1470
West Bancorporation
Iowa
$916K -$17.2K -198 -2%
AG
1471
AlTi Global
New York
$913K -$14.6K -168 -2%
VA
1472
Valmark Advisers
Ohio
$911K +$122K +1,409 +17%
VNA
1473
Valley National Advisers
Pennsylvania
$909K +$1.13K +13 +0.1%
PWP
1474
Phillips Wealth Planners
Mississippi
$903K +$83.9K +966 +10%
GSC
1475
G&S Capital
Colorado
$900K -$10.1K -116 -1%
57 58
59
60 61

WFC Hedge Fund Activity: Q4 2025 in Review

2,896 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2025, worth a combined $224B — up 12% from $200B a quarter earlier.

Buyers outnumbered sellers: 401 funds opened new WFC positions and 111 closed out — a net gain of 290 holders — while 1,108 added to existing stakes and 993 trimmed.

The largest buyer was BlackRock, adding an estimated $634M. The largest seller was JP Morgan Chase, cutting an estimated $1.24B.

  • 2,896 institutional investors held Wells Fargo (WFC) as of Q4 2025, up from 2,656 in Q3 2025.
  • Funds reported $224B of Wells Fargo stock for Q4 2025, up 12% quarter-over-quarter.
  • 401 funds opened new Wells Fargo positions in Q4 2025 and 111 closed out, a net change of +290 holders.
  • The largest Wells Fargo buyer in Q4 2025 was BlackRock, an estimated $634M added.
  • The largest Wells Fargo seller in Q4 2025 was JP Morgan Chase, an estimated $1.24B sold.

Based on aggregated 13F filings for Q4 2025.