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
CFO
1726
CVA Family Office
Colorado
$599K
TAM
1727
Titleist Asset Management
Texas
$598K
LB
1728
Legacy Bridge
Iowa
$598K
SCM
1729
Sterneck Capital Management
Missouri
$598K
HBT
1730
Heartland Bank & Trust
Illinois
$596K
HFM
1731
Hartford Financial Management
Connecticut
$596K
WPA
1732
Wealth Preservation Advisors
Tennessee
$595K
SB
1733
Simmons Bank
Arkansas
$593K
MWM
1734
MinichMacGregor Wealth Management
New York
$593K
RDWM
1735
Red Door Wealth Management
Tennessee
$592K
JWA
1736
JFS Wealth Advisors
Pennsylvania
$591K
GPWM
1737
Grant Private Wealth Management
California
$590K
FFG
1738
Fortress Financial Group
Minnesota
$589K
AG
1739
Algert Global
California
$589K
SC
1740
Schulhoff & Co
Ohio
$588K
BWG
1741
Beta Wealth Group
California
$587K
RFP
1742
Root Financial Partners
California
$587K
FRA
1743
Front Row Advisors
California
$587K
ISB
1744
Iowa State Bank
Iowa
$585K
CLOS
1745
Compagnie Lombard Odier SCmA
Switzerland
$583K
JCM
1746
Jacobsen Capital Management
Utah
$581K
AB
1747
Atlas Brown
Kentucky
$581K
HCWM
1748
Hidden Cove Wealth Management
Washington
$581K
AF
1749
ASL Financial
California
$580K
NG
1750
Novem Group
New York
$579K