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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
PP
1526
Patten & Patten
Tennessee
$836K +$118K +1,360 +18%
CIA
1527
Cape Investment Advisory
Georgia
$835K +$68.2K +786 +10%
ONST
1528
Old North State Trust
North Carolina
$834K – – –
TTIC
1529
Tower Trust & Investment Company
Iowa
$830K – – –
SCP
1530
Sivia Capital Partners
California
$829K +$39.2K +451 +5%
CWG
1531
Cornerstone Wealth Group
North Carolina
$828K +$16.1K +186 +2%
XF
1532
XML Financial
Maryland
$827K -$333K -3,831 -30%
BOSSRA
1533
B.O.S.S. Retirement Advisors
Utah
$827K +$40.7K +469 +6%
SWA
1534
Stratos Wealth Advisors
Ohio
$826K -$42.2K -486 -5%
CA
1535
Capital Advantage
California
$825K +$19.3K +222 +3%
EP
1536
Edgestream Partners
New Jersey
$822K +$267K +3,072 +53%
CA
1537
Cumberland Advisors
Florida
$820K – – –
EPW
1538
Elevated Private Wealth
Wisconsin
$820K +$764K +8,798 New
BFWA
1539
Benchmark Financial Wealth Advisors
Florida
$817K -$4.6K -53 -0.6%
LCWP
1540
Legacy Capital Wealth Partners
Arkansas
$816K -$6.6K -76 -0.9%
BFC
1541
Bedel Financial Consulting
Indiana
$814K +$24.4K +281 +3%
DM
1542
Diversified Management
Wisconsin
$813K +$758K +8,727 New
WFA
1543
Wellspring Financial Advisors
Ohio
$813K +$319K +3,677 +73%
CIM
1544
CIM Investment Management
Pennsylvania
$813K – – –
MFA
1545
Mayflower Financial Advisors
Massachusetts
$812K +$5.12K +59 +0.7%
DWM
1546
Dakota Wealth Management
Florida
$811K +$42.7K +492 +6%
KW
1547
KWB Wealth
California
$810K +$272K +3,133 +56%
SSWM
1548
Sheets Smith Wealth Management
North Carolina
$807K +$17.8K +205 +2%
HI
1549
Hudock Inc
Pennsylvania
$804K +$6.25K +72 +0.8%
MCC
1550
Money Concepts Capital
Florida
$799K +$41K +472 +6%
60 61
62
63 64

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.