WFC icon

Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,834
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.82B
Puts
$5.39B
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$279M
3 +$271M
4
UBS AM
UBS AM
Illinois
+$206M
5
Harris Associates
Harris Associates
Illinois
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1601
Radnor Capital Management
Pennsylvania
$716K
SIG
1602
Sky Investment Group
Connecticut
$716K
DLA
1603
Douglas Lane & Associates
New York
$714K
HR
1604
Howe & Rusling
New York
$713K
TA
1605
Tactive Advisors
Florida
$712K
DWM
1606
DKM Wealth Management
California
$710K
BFG
1607
Bouchey Financial Group
New York
$708K
TH
1608
TCTC Holdings
Texas
$707K
MFG
1609
Mosaic Financial Group
Illinois
$706K
SAM
1610
Sawgrass Asset Management
Florida
$706K
WCM
1611
Winthrop Capital Management
Indiana
$705K
BWP
1612
BlueStem Wealth Partners
Minnesota
$705K
SSG
1613
Summit Securities Group
New York
$705K
BWM
1614
BigSur Wealth Management
Florida
$704K
FFA
1615
First Foundation Advisors
California
$704K
VCM
1616
Versant Capital Management
Arizona
$704K
SFWC
1617
Strategic Family Wealth Counselors
New Jersey
$702K
LA
1618
Lakeside Advisors
Washington
$701K
OWM
1619
OneAscent Wealth Management
Alabama
$698K
GFA
1620
Gallagher Fiduciary Advisors
Illinois
$698K
MCA
1621
MSH Capital Advisors
Arizona
$697K
TWP
1622
Triad Wealth Partners
Kansas
$695K
TCM
1623
Tributary Capital Management
Nebraska
$695K
WCG
1624
Weaver Consulting Group
California
$694K
BLC
1625
Brown, Lisle/Cummings
Rhode Island
$692K