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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
MAS
2501
MPWM Advisory Solutions
Georgia
$9.52K +$75 +1 +0.8%
BIM
2502
Breakwater Investment Management
Washington
$9.33K -$11.9K -158 -55%
PWA
2503
Principia Wealth Advisory
Texas
$9.09K +$3.98K +53 +63%
TFM
2504
TFC Financial Management
Massachusetts
$8.83K +$2.25K +30 +32%
IA
2505
IFS Advisors
Kansas
$8.47K
WW
2506
Winnow Wealth
Texas
$8.26K +$2.85K +38 +49%
HFS
2507
Horizon Financial Services
North Carolina
$8.18K +$1.28K +17 +18%
CWA
2508
Carolina Wealth Advisors
South Carolina
$8.11K
EWA
2509
EQ Wealth Advisors
Texas
$8.04K +$8.41K +112 New
HHGA
2510
Halbert Hargrove Global Advisors
California
$7.94K +$8.33K +111 New
GFL
2511
Granite FO LLC
New Hampshire
$7.75K
DWM
2512
Darwin Wealth Management
Florida
$7.55K
DFA
2513
DHJJ Financial Advisors
Illinois
$7.52K
NRG
2514
Nemes Rush Group
Michigan
$7.47K -$17.8K -237 -70%
EAM
2515
Eukles Asset Management
Ohio
$7.25K
TLA
2516
Tanglewood Legacy Advisors
Texas
$7.18K -$4.13K -55 -35%
HFS
2517
Hopwood Financial Services
Virginia
$7.18K
MBFW
2518
Morton Brown Family Wealth
Pennsylvania
$7.18K +$7.51K +100 New
WA
2519
WestEnd Advisors
North Carolina
$6.96K +$4.8K +64 +194%
CIM
2520
Contravisory Investment Management
Massachusetts
$6.82K
BFS
2521
Burkett Financial Services
South Carolina
$6.49K
PWA
2522
Provenance Wealth Advisors
Florida
$6.39K
OWP
2523
ORG Wealth Partners
Texas
$5.66K +$5.93K +79 New
RWA
2524
Redmont Wealth Advisors
Illinois
$5.53K +$5.78K +77 New
CFFP
2525
Center for Financial Planning
Michigan
$5.31K

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.