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
AFA
1976
AA Financial Advisors
Ohio
$418K
LWM
1977
LeConte Wealth Management
Tennessee
$417K
ATS
1978
Ashton Thomas Securities
New York
$416K
FWM
1979
Focused Wealth Management
New York
$416K
JWWM
1980
Johnson & White Wealth Management
Pennsylvania
$416K
BBW
1981
Blue Barn Wealth
Utah
$415K
LIPL
1982
Lynch Investment Planning, LLC
Pennsylvania
$415K
SEP
1983
Southland Equity Partners
Missouri
$414K
FHC
1984
First Heartland Consultants
Missouri
$414K
SF
1985
Symphony Financial
Texas
$414K
TAP
1986
TSG Advice Partners
Ohio
$414K
OFW
1987
Omnia Family Wealth
Florida
$414K
LAM
1988
Lewis Asset Management
California
$413K
NCM
1989
Narwhal Capital Management
Georgia
$413K
SI
1990
Seeds Investor
New York
$413K
EC
1991
EdgeRock Capital
Colorado
$413K
FAB
1992
First American Bank
Illinois
$412K
PWM
1993
Partners Wealth Management
California
$412K
KLWA
1994
Kelly Lawrence W & Associates
California
$410K
DE
1995
DV Equities
Illinois
$409K
MA
1996
MKT Advisors
California
$409K
ADL
1997
Asset Dedication LLC
California
$409K
CWM
1998
Concentrum Wealth Management
California
$408K
KWA
1999
Kondo Wealth Advisors
California
$407K
PFA
2000
Professional Financial Advisors
Nebraska
$407K