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
XWL
2351
XXI Wealth LLC
Illinois
$263K
PIA
2352
Powell Investment Advisors
Florida
$263K
BIA
2353
Bell Investment Advisors
California
$262K
BWP
2354
Balboa Wealth Partners
Arizona
$262K
ERWM
2355
Elk River Wealth Management
Colorado
$261K
WIC
2356
Willis Investment Counsel
Georgia
$261K
WAS
2357
Winch Advisory Services
Wisconsin
$261K
GGS
2358
Galvin Gaustad & Stein
Arizona
$260K
FC
2359
Fusion Capital
South Carolina
$260K
AFS
2360
Axiom Financial Strategies
Indiana
$260K
OP
2361
ORG Partners
Indiana
$259K
MC
2362
Marest Capital
California
$259K
GWP
2363
Gen-Wealth Partners
Michigan
$259K
SA
2364
Skyline Advisors
Washington
$259K
CFGW
2365
Chancellor Financial Group WB
Pennsylvania
$258K
CWM
2366
Cherrydale Wealth Management
New Jersey
$258K
ITFISA
2367
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$258K
GCM
2368
Gladius Capital Management
Illinois
$258K
JC
2369
JB Capital
Connecticut
$257K
ACC
2370
Acorn Creek Capital
Colorado
$257K
SWA
2371
SOA Wealth Advisors
New York
$257K
QPW
2372
Quantum Private Wealth
Florida
$256K
HFRG
2373
Houlihan Financial Resource Group
Virginia
$256K
BFG
2374
Beto Financial Group
Idaho
$256K
ACM
2375
Avalon Capital Management
California
$256K