WFC icon

Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

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

Holders
2,869
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
4WM
1876
49 Wealth Management
Texas
$496K
RFA
1877
Register Financial Advisors
Georgia
$495K
MFS
1878
Mirabella Financial Services
United Kingdom
$495K
AAL
1879
Ahara Advisors LLC
New Jersey
$494K
NWWA
1880
New Wave Wealth Advisors
Arkansas
$493K
CT
1881
Colonial Trust
South Carolina
$493K
RA
1882
Rational Advisors
New York
$493K
BFS
1883
BridgePort Financial Solutions
Iowa
$493K
PWM
1884
Prosperity Wealth Management
California
$492K
SHGA
1885
Sand Hill Global Advisors
California
$490K
JSSH
1886
J. Safra Sarasin Holding
$489K
NFC
1887
Northstar Financial Companies
Pennsylvania
$489K
MWM
1888
M3 Wealth Management
Ohio
$489K
MPCG
1889
Matrix Private Capital Group
New York
$485K
Fiera Capital (Canada)
1890
Fiera Capital (Canada)
Quebec, Canada
$484K
ACM
1891
Ayrshire Capital Management
Connecticut
$484K
AI
1892
AdvisorShares Investments
Maryland
$483K
WSA
1893
Wealth Science Advisors
Georgia
$483K
IB
1894
Intrust Bank
Kansas
$482K
SMC
1895
Smith, Moore & Co
Missouri
$481K
BFF
1896
Byrne Financial Freedom
Massachusetts
$481K
CIEC
1897
Crédit Industriel et Commercial
France
$481K
SSA
1898
Sierra Summit Advisors
Nevada
$480K
OAS
1899
Optivise Advisory Services
Tennessee
$479K
HFP
1900
Holistic Financial Partners
Indiana
$478K