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Wells Fargo

2,552 hedge funds and large institutions have $181B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 978 increasing their positions, 1,005 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 154

1.32% more ownership

Funds ownership: 75.89%77.21% (+1.3%)

1% more capital invested

Capital invested by funds: $178B → $181B (+$2.58B)

0% less funds holding

Funds holding: 2,5572,552 (-5)

3% less repeat investments, than reductions

Existing positions increased: 978 | Existing positions reduced: 1,005

6% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $4.03B

6% less funds holding in top 10

Funds holding in top 10: 8883 (-5)

Holders
2,552
Holders Change
-5
Holders Change %
-0.2%
% of All Funds
34.21%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.11%
New
190
Increased
978
Reduced
1,005
Closed
154
Calls
$3.78B
Puts
$4.03B
Net Calls
-$250M
Net Calls Change
-$899M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
2476
Nova Wealth Management
Florida
$14.4K +$6.61K +88 +78%
PGAM
2477
Princeton Global Asset Management
New Jersey
$14.4K +$75 +1 +0.5%
ICCON
2478
Investment Counsel Company of Nevada
Nevada
$14.4K -$15K -200 -50%
MAFA
2479
MJT & Associates Financial Advisory
Minnesota
$14.3K +$14.9K +199 New
KA
2480
Kozak & Associates
Colorado
$14.1K +$75 +1 +0.4%
TFA
2481
Toth Financial Advisory
Virginia
$13.9K +$12.4K +165 +589%
GWSA
2482
Global Wealth Strategies & Associates
Colorado
$13.9K
AFG
2483
Albion Financial Group
Utah
$13.7K +$75 +1 +0.5%
ACM
2484
Anfield Capital Management
California
$13.6K
CRFG
2485
Columbia River Financial Group
Washington
$13K +$14.3K +191 New
PS
2486
Pinney & Scofield
Massachusetts
$13K
WWM
2487
Wolff Wiese Magana
California
$11.5K
NA
2488
Nordwand Advisors
Pennsylvania
$11.5K
TCA
2489
Trifecta Capital Advisors
Illinois
$10.9K
AEPWM
2490
Atlantic Edge Private Wealth Management
Florida
$10.8K
SC
2491
Swan Capital
Florida
$10.8K
GTAM
2492
Global Trust Asset Management
Florida
$10.7K -$736K -9,804 -99%
CAWM
2493
Capital A Wealth Management
Pennsylvania
$10.6K +$2.4K +32 +28%
RAM
2494
Riggs Asset Management
Pennsylvania
$10.3K
RDFA
2495
Ritter Daniher Financial Advisory
Ohio
$10.3K
SIM
2496
Synergy Investment Management
Florida
$10.3K
ACA
2497
Atlas Capital Advisors
Wyoming
$9.76K
KWM
2498
Kiker Wealth Management
Georgia
$9.72K +$10.1K +135 New
AP
2499
Aspect Partners
Virginia
$9.62K +$4.8K +64 +91%
BC
2500
Broadwater Capital
Massachusetts
$9.55K

WFC Hedge Fund Activity: Q1 2025 in Review

2,552 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2025, worth a combined $181B — up 1.4% from $178B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new WFC positions and 154 closed out — a net gain of 36 holders — while 978 added to existing stakes and 1,005 trimmed.

The largest buyer was Bank of America, adding an estimated $819M. The largest seller was Wellington Management Group, cutting an estimated $1.23B.

  • 2,552 institutional investors held Wells Fargo (WFC) as of Q1 2025, down from 2,557 in Q4 2024.
  • Funds reported $181B of Wells Fargo stock for Q1 2025, up 1.4% quarter-over-quarter.
  • 190 funds opened new Wells Fargo positions in Q1 2025 and 154 closed out, a net change of +36 holders.
  • The largest Wells Fargo buyer in Q1 2025 was Bank of America, an estimated $819M added.
  • The largest Wells Fargo seller in Q1 2025 was Wellington Management Group, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2025.