WFC icon

Wells Fargo

2,854 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 379 funds opening new positions, 1,100 increasing their positions, 987 reducing their positions, and 109 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: 2,6422,854 (+212)

1.99% more ownership

Funds ownership: 74.54%76.52% (+2%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,854
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
FAB
2001
First American Bank
Illinois
$412K
PWM
2002
Partners Wealth Management
California
$412K
KLWA
2003
Kelly Lawrence W & Associates
California
$410K
DE
2004
DV Equities
Illinois
$409K
MA
2005
MKT Advisors
California
$409K
ADL
2006
Asset Dedication LLC
California
$409K
CWM
2007
Concentrum Wealth Management
California
$408K
KWA
2008
Kondo Wealth Advisors
California
$407K
PFA
2009
Professional Financial Advisors
Nebraska
$407K
AT
2010
American Trust
Kentucky
$406K
ICP
2011
Impact Capital Partners
Colorado
$404K
LG
2012
Leuthold Group
Minnesota
$404K
TWA
2013
TCI Wealth Advisors
Arizona
$404K
TFCP
2014
Twin Focus Capital Partners
Massachusetts
$403K
EA
2015
Evolution Advisers
Virginia
$403K
KWM
2016
KFG Wealth Management
Indiana
$403K
CPW
2017
Cogent Private Wealth
Florida
$402K
GJWM
2018
Gilliland Jeter Wealth Management
Arkansas
$402K
EAN
2019
Excelsior Advisor Network
Colorado
$402K
CWM
2020
Circle Wealth Management
New Jersey
$401K
OCM
2021
Osterweis Capital Management
California
$401K
RBC
2022
Romano Brothers & Co
Illinois
$401K
AWM
2023
Ameliora Wealth Management
Switzerland
$400K
SFA
2024
Souders Financial Advisors
Ohio
$400K
CCIA
2025
Cherry Creek Investment Advisors
Colorado
$400K