WFC icon

Wells Fargo

2,855 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6432,855 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

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

Holders
2,855
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
RFP
1751
Root Financial Partners
California
$587K
FRA
1752
Front Row Advisors
California
$587K
ISB
1753
Iowa State Bank
Iowa
$585K
CLOS
1754
Compagnie Lombard Odier SCmA
Switzerland
$583K
JCM
1755
Jacobsen Capital Management
Utah
$581K
AB
1756
Atlas Brown
Kentucky
$581K
HCWM
1757
Hidden Cove Wealth Management
Washington
$581K
AF
1758
ASL Financial
California
$580K
NG
1759
Novem Group
New York
$579K
SWA
1760
Sax Wealth Advisors
New Jersey
$578K
TC
1761
TFR Capital
Texas
$577K
BWAM
1762
Boyd Watterson Asset Management
Ohio
$577K
KF
1763
Kelsey Financial
California
$576K
SWRP
1764
Summit Wealth & Retirement Planning
California
$575K
SL
1765
Sentinus LLC
Illinois
$575K
FNBTCON
1766
First National Bank & Trust Co of Newtown
Pennsylvania
$574K
CA
1767
CoreCap Advisors
Michigan
$573K
LA
1768
Legacy Advisors
Pennsylvania
$573K
CPA
1769
Cardiff Park Advisors
California
$572K
NGA
1770
Naples Global Advisors
Florida
$570K
EI
1771
EFG International
$570K
WF
1772
Wayfinding Financial
Washington
$570K
KCFA
1773
Key Client Fiduciary Advisors
New Jersey
$570K
BWP
1774
Baldwin Wealth Partners
Massachusetts
$569K
ZIG
1775
Zullo Investment Group
Pennsylvania
$567K