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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
LFA
1551
Lauterbach Financial Advisors
Texas
$797K +$3.73K +43 +0.5%
GTWM
1552
Global Trust Wealth Management
Florida
$796K +$741K +8,536 New
TL
1553
Tradewinds LLC
North Carolina
$795K -$9.55K -110 -1%
FFP
1554
FourThought Financial Partners
Florida
$795K +$72.1K +831 +11%
HBS
1555
Howard Bailey Securities
Indiana
$792K +$7.81K +90 +1%
VWM
1556
Vermillion Wealth Management
Minnesota
$791K +$20.8K +240 +3%
MCM
1557
Manchester Capital Management
Vermont
$785K -$89.8K -1,034 -11%
JFA
1558
JNBA Financial Advisors
Minnesota
$784K -$46.6K -537 -6%
AMG
1559
Advisors Management Group
Wisconsin
$783K -$1.56K -18 -0.2%
WA
1560
Waddell & Associates
Tennessee
$781K +$29.1K +335 +4%
SIM
1561
Sentry Investment Management
Wisconsin
$780K – – –
SIA
1562
Strategic Investment Advisors
Michigan
$779K -$9.64K -111 -1%
CIC
1563
Cutler Investment Counsel
Oregon
$779K – – –
CUAMC
1564
China Universal Asset Management Company
China
$778K +$11.9K +137 +2%
CB
1565
Cadence Bank
Mississippi
$777K +$55.6K +641 +8%
SFGM
1566
Stonebridge Financial Group (Missouri)
Missouri
$776K +$722K +8,321 New
EGA
1567
Eagle Global Advisors
Texas
$772K -$12.2K -140 -2%
SB
1568
Sunflower Bank
Texas
$771K +$10.9K +126 +2%
WA
1569
Wealth Architects
California
$769K +$21.6K +249 +3%
APW
1570
Austin Private Wealth
Texas
$769K -$30.6K -352 -4%
PMA
1571
Prudent Man Advisors
Illinois
$769K -$7.64K -88 -1%
TFIPS
1572
Towarzystwo Funduszy Inwestycyjnych PZU SA
$769K – – –
VDC
1573
Van Diest Capital
Iowa
$767K +$714K +8,225 New
Legacy Financial Group (Iowa)
1574
Legacy Financial Group (Iowa)
Iowa
$765K -$16.8K -193 -2%
KCAM
1575
Kagan Cocozza Asset Management
New Jersey
$765K -$6.25K -72 -0.9%
61 62
63
64 65

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.