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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
RLH
1576
RD Lewis Holdings
Florida
$762K +$162K +1,862 +29%
CBA
1577
Coastal Bridge Advisors
Connecticut
$760K -$260 -3 -0%
WC
1578
Whitney & Co
New York
$759K +$707K +8,140 New
TCBWMS
1579
Texas Capital Bank Wealth Management Services
Texas
$759K +$311K +3,580 +79%
PPG
1580
Peak Planning Group
Colorado
$757K +$199K +2,297 +39%
RWM
1581
RKL Wealth Management
Pennsylvania
$757K +$12.8K +148 +2%
FA
1582
Fermata Advisors
California
$757K +$74.1K +854 +12%
KLCM
1583
KG&L Capital Management
Louisiana
$756K +$43.6K +502 +5%
HR
1584
Hardy Reed
Mississippi
$756K +$210K +2,417 +42%
AWAU
1585
Alliance Wealth Advisors (Utah)
Utah
$755K -$143K -1,652 -17%
IWA
1586
Icon Wealth Advisors
Texas
$754K +$6.68K +77 +1%
SAM
1587
Secure Asset Management
Michigan
$751K +$56.7K +653 +9%
OWIM
1588
Old West Investment Management
California
$749K – – –
WMA
1589
West Michigan Advisors
Michigan
$749K -$15.6K -180 -2%
PAW
1590
Plan A Wealth
Nebraska
$747K -$18.8K -217 -3%
PI
1591
Parkside Investments
Illinois
$746K -$174K -2,000 -20%
IC
1592
Inscription Capital
Texas
$744K +$199K +2,291 +40%
AO
1593
Advisor OS
Illinois
$743K -$23.3K -268 -3%
BIG
1594
Brookwood Investment Group
Arizona
$743K +$692K +7,973 New
CIM
1595
Contravisory Investment Management
Massachusetts
$743K +$676K +7,785 +4,185%
GRQ
1596
Gardner Russo & Quinn
Pennsylvania
$742K -$190K -2,185 -22%
GIPW
1597
Granite Islands Private Wealth
Connecticut
$742K +$695K +8,004 New
HIG
1598
Heritage Investment Group
Florida
$737K +$68.5K +789 +11%
AI
1599
Atom Investors
Texas
$736K +$64.9K +748 +10%
MA
1600
MONECO Advisors
Connecticut
$732K +$58.4K +673 +9%
62 63
64
65 66

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.