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
PWP
1851
Pursue Wealth Partners
California
$515K
RIA
1852
Regal Investment Advisors
Michigan
$514K
CTI
1853
Community Trust & Investment
Kentucky
$514K
GPW
1854
Genesis Private Wealth
Virginia
$513K
NPA
1855
Nichols & Pratt Advisers
Massachusetts
$513K
NED
1856
Nancy E. Dempze
$513K
WCM
1857
Wedge Capital Management
North Carolina
$511K
FPCP
1858
Fort Point Capital Partners
California
$509K
BMCM
1859
Bryn Mawr Capital Management
Pennsylvania
$509K
PCM
1860
Parsons Capital Management
Rhode Island
$508K
TIM
1861
Thompson Investment Management
Wisconsin
$508K
BMWS
1862
Brady Martz Wealth Solutions
North Dakota
$507K
DA
1863
Detalus Advisors
Missouri
$507K
VWA
1864
VSM Wealth Advisory
Maryland
$506K
VAG
1865
VisionPoint Advisory Group
Texas
$505K
FIM
1866
Fruth Investment Management
Texas
$504K
OC
1867
Opal Capital
Florida
$504K
EMAM
1868
Encompass More Asset Management
California
$503K
SNBOSD
1869
Security National Bank of So Dak
Iowa
$499K
GWM
1870
GK Wealth Management
Nevada
$498K
VCP
1871
Vista Capital Partners
Oregon
$498K
ACM
1872
Arcataur Capital Management
Wisconsin
$497K
4WM
1873
49 Wealth Management
Texas
$496K
RFA
1874
Register Financial Advisors
Georgia
$495K
MFS
1875
Mirabella Financial Services
United Kingdom
$495K