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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
CF
2526
Conquis Financial
California
$5.17K -$16.8K -224 -76%
TCM
2527
TD Capital Management
Tennessee
$5.15K +$75 +1 +1%
FWA
2528
FSC Wealth Advisors
New York
$4.88K
WOC
2529
West Oak Capital
California
$4.45K -$37.5K -500 -7%
RI
2530
Ridgewood Investments
New Jersey
$4.45K
PS
2531
PayPay Securities
Japan
$4.43K -$1.95K -26 -30%
EWP
2532
Elevation Wealth Partners
California
$4.31K
MAM
2533
Marquette Asset Management
Minnesota
$4.16K
DAL
2534
Delta Accumulation LLC
California
$4.12K
OW
2535
Olistico Wealth
Oklahoma
$3.95K
DI
2536
DAGCO Inc
Ohio
$3.59K +$3.75K +50 New
CAM
2537
Columbia Asset Management
Michigan
$3.09K
NWMP
2538
Noble Wealth Management PBC
Colorado
$3.02K
BFS
2539
Bare Financial Services
Pennsylvania
$2.87K +$3K +40 New
LWMI
2540
Legacy Wealth Management (Idaho)
Idaho
$2.58K -$7.81K -104 -74%
PWM
2541
Parkworth Wealth Management
California
$2.37K
STB
2542
S&T Bank
Pennsylvania
$2.23K +$2.33K +31 New
NRWA
2543
North Ridge Wealth Advisors
Oregon
$2.15K
CAM
2544
Chesapeake Asset Management
New York
$2.15K +$375 +5 +20%
PWM
2545
Puff Wealth Management
New Jersey
$2.02K +$2.1K +28 New
GA
2546
GoalVest Advisory
New York
$1.72K +$676 +9 +60%
GP
2547
Greenline Partners
New York
$1.58K +$1.65K +22 New
HIA
2548
HFM Investment Advisors
New Jersey
$1.36K +$1.43K +19 New
CIAM
2549
Caitong International Asset Management
Hong Kong
$1.15K -$218K -2,908 -99%
BMC
2550
Bear Mountain Capital
Washington
$858 +$901 +12 New

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.