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
NC
2326
NewSquare Capital
Pennsylvania
$268K
SWM
2327
Sculati Wealth Management
Michigan
$268K
SP
2328
Symmetry Partners
Connecticut
$268K
USWIA
2329
UP Strategic Wealth Investment Advisors
Pennsylvania
$268K
IP
2330
Investment Partners
Ohio
$268K
WI
2331
WBI Investments
New Jersey
$268K
OCM
2332
Orion Capital Management
California
$267K
NB
2333
Northwest Bancshares
Pennsylvania
$267K
IWN
2334
Independent Wealth Network
Iowa
$266K
AWA
2335
A4 Wealth Advisors
North Carolina
$266K
BWA
2336
Blodgett Wealth Advisors
California
$265K
MHWM
2337
Montz Harcus Wealth Management
Louisiana
$264K
TWP
2338
Tempus Wealth Planning
California
$264K
AWM
2339
Aries Wealth Management
Maine
$264K
EWM
2340
Endowment Wealth Management
Wisconsin
$264K
PWM
2341
Power Wealth Management
Georgia
$263K
WWM
2342
WT Wealth Management
Arizona
$263K
XWL
2343
XXI Wealth LLC
Illinois
$263K
PIA
2344
Powell Investment Advisors
Florida
$263K
BIA
2345
Bell Investment Advisors
California
$262K
BWP
2346
Balboa Wealth Partners
Arizona
$262K
ERWM
2347
Elk River Wealth Management
Colorado
$261K
WIC
2348
Willis Investment Counsel
Georgia
$261K
WAS
2349
Winch Advisory Services
Wisconsin
$261K
GGS
2350
Galvin Gaustad & Stein
Arizona
$260K