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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
DLA
1626
Douglas Lane & Associates
New York
$714K +$52.6K +606 +9%
HR
1627
Howe & Rusling
New York
$713K +$29.5K +340 +5%
TA
1628
Tactive Advisors
Florida
$712K -$21.5K -248 -3%
DWM
1629
DKM Wealth Management
California
$710K +$174 +2 +0%
BFG
1630
Bouchey Financial Group
New York
$708K +$5.04K +58 +0.8%
TH
1631
TCTC Holdings
Texas
$707K +$1.39K +16 +0.2%
MFG
1632
Mosaic Financial Group
Illinois
$706K +$1.22K +14 +0.2%
SAM
1633
Sawgrass Asset Management
Florida
$706K – – –
WCM
1634
Winthrop Capital Management
Indiana
$705K -$2.08K -24 -0.3%
BWP
1635
BlueStem Wealth Partners
Minnesota
$705K +$20K +230 +3%
SSG
1636
Summit Securities Group
New York
$705K +$177K +2,039 +37%
BWM
1637
BigSur Wealth Management
Florida
$704K – – –
FFA
1638
First Foundation Advisors
California
$704K +$228K +2,622 +53%
VCM
1639
Versant Capital Management
Arizona
$704K -$63.2K -728 -9%
SFWC
1640
Strategic Family Wealth Counselors
New Jersey
$702K +$490K +5,640 +229%
LA
1641
Lakeside Advisors
Washington
$701K +$21.7K +250 +3%
MCM
1642
Mengis Capital Management
Oregon
$701K +$122K +1,401 +23%
OWM
1643
OneAscent Wealth Management
Alabama
$698K -$17.6K -203 -3%
GFA
1644
Gallagher Fiduciary Advisors
Illinois
$698K -$5.73K -66 -0.9%
MCA
1645
MSH Capital Advisors
Arizona
$697K +$31.9K +367 +5%
TWP
1646
Triad Wealth Partners
Kansas
$695K +$304K +3,501 +88%
TCM
1647
Tributary Capital Management
Nebraska
$695K -$20.4K -235 -3%
WCG
1648
Weaver Consulting Group
California
$694K +$174 +2 +0%
BLC
1649
Brown, Lisle/Cummings
Rhode Island
$692K – – –
IF
1650
Intrua Financial
Texas
$692K +$74.9K +863 +13%
64 65
66
67 68

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.