WFC icon

Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 increasing their positions, 989 reducing their positions, and 110 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:

8% more funds holding

Funds holding: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,866
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
$3.85B
Puts
$5.44B
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
CWS
1726
Confluence Wealth Services
Pennsylvania
$616K
WA
1727
WealthTrust Axiom
Pennsylvania
$616K
SOAG
1728
Silver Oak Advisory Group
Oregon
$613K
PFW
1729
Petros Family Wealth
Minnesota
$613K
PMSA
1730
Patrick M. Sweeney & Associates
Illinois
$612K
SIS
1731
Sound Income Strategies
Florida
$611K
AWP
1732
Axis Wealth Partners
Rhode Island
$607K
TAM
1733
Tucker Asset Management
Colorado
$604K
NCM
1734
Novare Capital Management
North Carolina
$603K
MAG
1735
M3 Advisory Group
Massachusetts
$602K
AA
1736
Alpha Advisors
Virginia
$602K
ACGA
1737
Atlanta Consulting Group Advisors
Georgia
$601K
SPWM
1738
Spartan Planning & Wealth Management
North Carolina
$600K
CAI
1739
Capital Advisors Inc
Oklahoma
$599K
CFO
1740
CVA Family Office
Colorado
$599K
TAM
1741
Titleist Asset Management
Texas
$598K
LB
1742
Legacy Bridge
Iowa
$598K
SCM
1743
Sterneck Capital Management
Missouri
$598K
HBT
1744
Heartland Bank & Trust
Illinois
$596K
HFM
1745
Hartford Financial Management
Connecticut
$596K
WPA
1746
Wealth Preservation Advisors
Tennessee
$595K
SB
1747
Simmons Bank
Arkansas
$593K
MWM
1748
MinichMacGregor Wealth Management
New York
$593K
RDWM
1749
Red Door Wealth Management
Tennessee
$592K
JWA
1750
JFS Wealth Advisors
Pennsylvania
$591K