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
SPF
2026
South Plains Financial
Texas
$396K
MAG
2027
Mokosak Advisory Group
Iowa
$396K
CWM
2028
Chesapeake Wealth Management
Virginia
$395K
WPW
2029
Waldron Private Wealth
Pennsylvania
$395K
SRL
2030
Scientech Research LLC
New Jersey
$395K
PB
2031
Prosperity Bancshares
Texas
$394K
AMPWP
2032
Alvarez & Marsal Private Wealth Partners
Florida
$394K
CWM
2033
Centurion Wealth Management
Virginia
$393K
CWA
2034
Centennial Wealth Advisory
Michigan
$392K
W
2035
Wealthquest
Ohio
$391K
CMAI
2036
Capital Management Associates Inc
Minnesota
$390K
LFA
2037
Laraway Financial Advisors
Minnesota
$390K
DIP
2038
DT Investment Partners
Pennsylvania
$390K
CNB
2039
Camden National Bank
Maine
$389K
EIP
2040
Ellis Investment Partners
Pennsylvania
$389K
GBT
2041
Grove Bank & Trust
Florida
$388K
CAG
2042
Centerpoint Advisory Group
Kansas
$388K
GAM
2043
Gould Asset Management
California
$387K
OWA
2044
Octavia Wealth Advisors
Ohio
$387K
FA
2045
Fedenia Advisers
Wisconsin
$387K
IIM
2046
Ipswich Investment Management
Massachusetts
$387K
PCMNC
2047
Piedmont Capital Management (North Carolina)
North Carolina
$386K
CPC
2048
Consolidated Planning Corp
Georgia
$385K
LPFG
2049
Landing Point Financial Group
Ohio
$385K
BBPWM
2050
Blue Bell Private Wealth Management
Pennsylvania
$385K