WFC icon

Wells Fargo

2,869 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,103 increasing their positions, 989 reducing their positions, and 110 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: 2,6452,869 (+224)

2% more ownership

Funds ownership: 74.54%76.54% (+2%)

29% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $5.44B

Holders
2,869
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
$3.85B
Puts
$5.44B
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
PCM
2076
Polymer Capital Management
New York
$383K
MWP
2077
Madison Wealth Partners
Wisconsin
$382K
TFA
2078
Tobias Financial Advisors
Florida
$382K
LCS
2079
Levin Capital Strategies
New York
$382K
KFS
2080
Keynote Financial Services
Connecticut
$382K
LA
2081
Lifeworks Advisors
Michigan
$382K
AMBIA
2082
Allen Mooney & Barnes Investment Advisors
Georgia
$382K
KIA
2083
Koenig Investment Advisory
Oregon
$379K
MG
2084
Marex Group
$378K
SIM
2085
SSI Investment Management
California
$378K
DWS
2086
Discipline Wealth Solutions
South Carolina
$377K
AIM
2087
Avity Investment Management
Connecticut
$377K
JWM
2088
JGP Wealth Management
Oregon
$377K
PSP
2089
Principal Street Partners
Tennessee
$376K
WAM
2090
Weinberger Asset Management
California
$376K
NLP
2091
Next Level Private
New York
$376K
CBT
2092
CoreFirst Bank & Trust
Kansas
$376K
MAMU
2093
Myriad Asset Management US
Florida
$376K
BHWM
2094
Bar Harbor Wealth Management
New Hampshire
$376K
PCA
2095
Peddock Capital Advisors
Massachusetts
$375K
JHP
2096
James Hambro & Partners
United Kingdom
$375K
MFF
2097
Michels Family Financial
Texas
$374K
LC
2098
Lawood & Co
Pennsylvania
$373K
BFW
2099
Brady Family Wealth
Missouri
$373K
UBV
2100
United Bank (Virginia)
Virginia
$373K