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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
AF
1601
Atala Financial
California
$732K – – –
ET
1602
Equitable Trust
Tennessee
$731K – – –
CCWM
1603
Cassaday & Co Wealth Management
Virginia
$730K -$4.17K -48 -0.6%
VCAM
1604
Van Cleef Asset Management
Ohio
$729K +$87 +1 +0%
CA
1605
Claro Advisors
Massachusetts
$728K +$15.9K +183 +2%
FWTB
1606
First Western Trust Bank
Colorado
$728K +$259K +2,982 +62%
SWM
1607
SilverOak Wealth Management
Minnesota
$727K +$2.17K +25 +0.3%
APG
1608
Abacus Planning Group
South Carolina
$726K +$133K +1,534 +25%
EWA
1609
Elevate Wealth Advisory
Georgia
$725K +$1.91K +22 +0.3%
ZI
1610
ZEGA Investments
Florida
$724K +$12.1K +139 +2%
CA
1611
Cornerstone Advisory
Maryland
$724K +$14.2K +164 +2%
PCMN
1612
Paradigm Capital Management (Nevada)
Nevada
$723K +$372K +4,289 +124%
SAM
1613
Summit Asset Management
Tennessee
$723K +$5.21K +60 +0.8%
WTFG
1614
Wood Tarver Financial Group
Idaho
$722K +$10.4K +120 +2%
CSPIA
1615
Cary Street Partners Investment Advisory
Virginia
$722K +$86.6K +998 +15%
5NPW
1616
55 North Private Wealth
Florida
$722K +$672K +7,745 New
AA
1617
Auxano Advisors
Washington
$721K -$26.6K -306 -4%
MAA
1618
Mraz Amerine & Associates
California
$721K -$18.3K -211 -3%
SPC
1619
Spirepoint Private Client
Florida
$721K +$52.6K +606 +9%
FWI
1620
Facet Wealth Inc
Maryland
$719K +$343K +3,954 +94%
PWM
1621
Pines Wealth Management
North Carolina
$719K -$18K -207 -3%
IFWM
1622
Institute for Wealth Management
Colorado
$718K -$11.4K -131 -2%
EW
1623
Elyxium Wealth
California
$716K -$5.56K -64 -0.8%
RCM
1624
Radnor Capital Management
Pennsylvania
$716K -$136K -1,564 -17%
SIG
1625
Sky Investment Group
Connecticut
$716K -$1.74K -20 -0.3%
63 64
65
66 67

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.