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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
WPA
1501
Winning Points Advisors
Florida
$870K +$3.15M +36,306 New
MSFS
1502
Main Street Financial Solutions
Pennsylvania
$870K -$684K -7,884 -46%
STA
1503
Smith Thornton Advisors
Alabama
$869K -$23.4K -270 -3%
GWANC
1504
Guardian Wealth Advisors (North Carolina)
North Carolina
$868K +$3.3K +38 +0.4%
NFTC
1505
North Forty Two & Co
Oregon
$868K -$8.68K -100 -1%
MA
1506
MCF Advisors
Kentucky
$866K +$44.6K +514 +6%
SMA
1507
Seven Mile Advisory
New Jersey
$865K -$60.9K -701 -7%
OL
1508
Optas LLC
Texas
$864K +$67.2K +774 +9%
FMLI
1509
Fukoku Mutual Life Insurance
Japan
$862K -$101K -1,168 -11%
RWA
1510
River Wealth Advisors
Pennsylvania
$861K -$200K -2,303 -20%
VWM
1511
Venturi Wealth Management
Texas
$858K -$48.3K -556 -6%
KF
1512
Krilogy Financial
Missouri
$858K +$8.77K +101 +1%
MCM
1513
Monument Capital Management
Virginia
$855K – – –
RMDI
1514
R.M. Davis Inc
Maine
$855K +$8.86K +102 +1%
ML
1515
McAdam LLC
Pennsylvania
$853K -$7.9K -91 -1%
JC
1516
Jacobs & Co
California
$853K – – –
RCG
1517
Regatta Capital Group
California
$852K +$87 +1 +0%
TF
1518
Trek Financial
Arizona
$851K -$293K -3,370 -27%
FWP
1519
FAS Wealth Partners
Kansas
$847K +$5.56K +64 +0.7%
EWM
1520
Evermay Wealth Management
Virginia
$845K – – –
MIFH
1521
Migdal Insurance & Financial Holdings
Israel
$839K -$122K -1,406 -14%
FI
1522
Financial Insights
Washington
$837K +$32.1K +370 +4%
CVM
1523
Cheviot Value Management
California
$836K -$26K -300 -3%
MCM
1524
Monarch Capital Management
Indiana
$836K -$45.8K -527 -6%
FMB
1525
Field & Main Bank
Kentucky
$836K +$12.8K +147 +2%
59 60
61
62 63

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.