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
RL
1901
Ruffer LLP
United Kingdom
$467K
MJP
1902
Michael J. Puzo
$466K
AF
1903
Arrow Financial
New York
$465K
NC
1904
North Capital
Utah
$465K
HCMG
1905
Howard Capital Management Group
California
$461K
WF
1906
WoodTrust Financial
Wisconsin
$461K
FFA
1907
Founders Financial Alliance
North Carolina
$461K
MWM
1908
Maripau Wealth Management
Indiana
$460K
THL
1909
Tillman Hartley LLC
Colorado
$459K
MAM
1910
MMA Asset Management
Pennsylvania
$459K
CD
1911
Chapin Davis
Maryland
$459K
KNW
1912
Kesler Norman & Wride
Utah
$459K
SP
1913
Successful Portfolios
Florida
$459K
DWAM
1914
Duncan Williams Asset Management
Tennessee
$458K
MCA
1915
Millennium Capital Advisors
Arkansas
$458K
TVM
1916
True Vision MN
Minnesota
$457K
KFC
1917
Klingenstein Fields & Co
New York
$457K
BCM
1918
Buckhead Capital Management
Georgia
$456K
WAM
1919
Walker Asset Management
Missouri
$456K
BFP
1920
Brewster Financial Planning
New York
$456K
SIC
1921
Samalin Investment Counsel
New York
$455K
SGCA
1922
Steel Grove Capital Advisors
Tennessee
$455K
JWM
1923
Jacksonville Wealth Management
Florida
$452K
HCA
1924
Heck Capital Advisors
Wisconsin
$451K
TI
1925
tru Independence
Oregon
$451K