Stock ownership · SEC 13F · Q4 2025
WELLS FARGO CO NEW
A breakdown of WELLS FARGO CO NEW's institutional base (CUSIP 949746101): the holders, the concentration among them, and what changed last quarter.
- $47.1M
- Reported value
- 16
- Institutions
- 94%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, WELLS FARGO CO NEW ranks #239 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 16 institutions report $47.1M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 16
- institutions hold it
- $47.1M
- reported 13F value
- 94%
- held by top 5
- #239
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, WELLS FARGO CO NEW ranks #239 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 949746101 · Q4 2025 $47M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL
- VALUE-MID #239/775
- HOLDERS-NARROW 16 filers
- CONC-DOM 94% top-5
- PHOTO-FINISH SERVICENOW
- ACTIVITY-HOT 14 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: SERVICENOW INC
Read with: Ownership concentration guide - WELLS FARGO CO NEW's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · WELLS FARGO CO NEW
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
WELLS FARGO CO NEW vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
16 Top 30% higher than 70% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a WELLS FARGO CO NEW position has risen from 11 to 16 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 298,325 | $27.8M | 59.0% |
| 2 | GROUPAMA ASSET MANAGMENT | 146,979 | $13.5M | 28.6% |
| 3 | Anchor Investment Management, LLC | 13,739 | $1.3M | 2.7% |
| 4 | MidFirst Bank | 10,664 | $994K | 2.1% |
| 5 | Oak Grove Capital LLC | 9,493 | $885K | 1.9% |
| 6 | Alternative Investment Advisors, LLC. | 4,723 | $440K | 0.9% |
| 7 | Diesslin Group, Inc. | 4,632 | $432K | 0.9% |
| 8 | Lynch Investment Planning, LLC | 4,451 | $415K | 0.9% |
| 9 | Nolet Wealth Management, LLC | 3,637 | $339K | 0.7% |
| 10 | Compass Financial Services Inc | 3,047 | $284K | 0.6% |
| 11 | Bell Investment Advisors, Inc | 2,814 | $262K | 0.6% |
| 12 | INSTRUMENTAL WEALTH, LLC | 2,740 | $237K | 0.5% |
| 13 | Barnes Wealth Management Group, Inc | 2,370 | $221K | 0.5% |
| 14 | TD Capital Management LLC | 528 | $49K | 0.1% |
| 15 | Strategic Investment Solutions, Inc. /IL | 19 | $2K | 0.0% |
| 16 | SG Trading Solutions, LLC | 18,593 | $2K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among WELLS FARGO CO NEW's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (14)
Complete exits (19)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for WELLS FARGO CO NEW: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($47.1M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (16 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.