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
EIG
2026
Ellenbecker Investment Group
Wisconsin
$399K
TTWM
2027
TCV Trust & Wealth Management
Virginia
$399K
ACP
2028
Aviance Capital Partners
Florida
$398K
QC
2029
Quadrature Capital
United Kingdom
$398K
BFA
2030
Bill Few Associates
Pennsylvania
$397K
MHR
2031
Matthew Hamilton Rosenberg
$397K
SIG
2032
Sargent Investment Group
Maryland
$397K
SWM
2033
Stronghold Wealth Management
Florida
$396K
TW
2034
Towerpoint Wealth
California
$396K
SPF
2035
South Plains Financial
Texas
$396K
MAG
2036
Mokosak Advisory Group
Iowa
$396K
CWM
2037
Chesapeake Wealth Management
Virginia
$395K
WPW
2038
Waldron Private Wealth
Pennsylvania
$395K
SRL
2039
Scientech Research LLC
New Jersey
$395K
PB
2040
Prosperity Bancshares
Texas
$394K
AMPWP
2041
Alvarez & Marsal Private Wealth Partners
Florida
$394K
CWM
2042
Centurion Wealth Management
Virginia
$393K
CWA
2043
Centennial Wealth Advisory
Michigan
$392K
W
2044
Wealthquest
Ohio
$391K
CMAI
2045
Capital Management Associates Inc
Minnesota
$390K
LFA
2046
Laraway Financial Advisors
Minnesota
$390K
DIP
2047
DT Investment Partners
Pennsylvania
$390K
CNB
2048
Camden National Bank
Maine
$389K
EIP
2049
Ellis Investment Partners
Pennsylvania
$389K
GBT
2050
Grove Bank & Trust
Florida
$388K