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
BI
1826
Bradyco Inc
Massachusetts
$525K
CCM
1827
Charter Capital Management
Wisconsin
$524K
MW
1828
Maia Wealth
Colorado
$523K
RWPA
1829
Richard W. Paul & Associates
Michigan
$523K
PWA
1830
Physician Wealth Advisors
Utah
$522K
MFWP
1831
Mosaic Family Wealth Partners
Missouri
$521K
PAMG
1832
Patton Albertson Miller Group
Tennessee
$520K
GKWIM
1833
Gerber Kawasaki Wealth & Investment Management
California
$517K
PWP
1834
Ponta Wealth Partners
Florida
$517K
RPWA
1835
Regent Peak Wealth Advisors
Georgia
$516K
EL
1836
EWA LLC
Pennsylvania
$515K
PWP
1837
Pursue Wealth Partners
California
$515K
RIA
1838
Regal Investment Advisors
Michigan
$514K
CTI
1839
Community Trust & Investment
Kentucky
$514K
GPW
1840
Genesis Private Wealth
Virginia
$513K
NPA
1841
Nichols & Pratt Advisers
Massachusetts
$513K
NED
1842
Nancy E. Dempze
$513K
WCM
1843
Wedge Capital Management
North Carolina
$511K
FPCP
1844
Fort Point Capital Partners
California
$509K
BMCM
1845
Bryn Mawr Capital Management
Pennsylvania
$509K
PCM
1846
Parsons Capital Management
Rhode Island
$508K
TIM
1847
Thompson Investment Management
Wisconsin
$508K
BMWS
1848
Brady Martz Wealth Solutions
North Dakota
$507K
DA
1849
Detalus Advisors
Missouri
$507K
VWA
1850
VSM Wealth Advisory
Maryland
$506K