WFC icon

Wells Fargo

2,866 hedge funds and large institutions have $224B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,102 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: 2,6442,866 (+222)

1.99% more ownership

Funds ownership: 74.54%76.53% (+2%)

29% less call options, than puts

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

Holders
2,866
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
CTA
2176
Colonial Trust Advisors
South Carolina
$335K
HWMO
2177
Heritage Wealth Management (Ohio)
Ohio
$334K
NWA
2178
Navis Wealth Advisors
New York
$334K
CTWM
2179
Cherry Tree Wealth Management
Minnesota
$334K
BW
2180
Blalock Williams
Alabama
$333K
OPWM
2181
Oregon Pacific Wealth Management
Oregon
$333K
SCA
2182
Sandy Cove Advisors
Massachusetts
$332K
IA
2183
IFC Advisors
California
$331K
FOA
2184
Five Oceans Advisors
California
$331K
BW
2185
BXM Wealth
Colorado
$331K
WI
2186
Wedgewood Investors
Pennsylvania
$330K
CWA
2187
Consilio Wealth Advisors
Washington
$330K
EWS
2188
Eagle Wealth Strategies
New Jersey
$329K
PAG
2189
Powers Advisory Group
Illinois
$327K
SFC
2190
Sprinkle Financial Consultants
Colorado
$327K
B
2191
BetterWealth
California
$327K
CIS
2192
Custom Index Systems
New York
$326K
MWM
2193
McMill Wealth Management
Nebraska
$325K
PSP
2194
Pacific Sage Partners
Washington
$325K
HFS
2195
Howard Financial Services
Texas
$325K
CCFM
2196
Clear Creek Financial Management
Washington
$324K
DOA
2197
D'Orazio & Associates
Virginia
$324K
RFN
2198
RDA Financial Network
Iowa
$324K
LWM
2199
Lionshead Wealth Management
New York
$324K
WWM
2200
Westwood Wealth Management
California
$324K