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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
BAG
2601
Bridgewealth Advisory Group
California
-$1.3M -16,545 Closed
GH
2602
GAM Holding
Switzerland
-$1.03M -14,725 Closed
CFGS
2603
Concourse Financial Group Securities
Alabama
-$1.13M -14,574 Closed
IPW
2604
Impact Partnership Wealth
Georgia
-$1.02M -14,538 Closed
CRI
2605
Colonial River Investments
Virginia
-$1.02M -14,537 Closed
SAM
2606
Silphium Asset Management
United Kingdom
-$998K -14,208 Closed
AIM
2607
Aigen Investment Management
New York
-$979K -13,935 Closed
DC
2608
Diametric Capital
Massachusetts
-$966K -13,751 Closed
SIA
2609
Sovereign Investment Advisors
Arizona
-$926K -13,190 Closed
LFCM
2610
Long Focus Capital Management
Puerto Rico
-$913K -13,000 Closed
LWM
2611
Liberty Wealth Management
California
-$903K -12,855 Closed
I
2612
InceptionR
California
-$902K -12,837 Closed
SM
2613
Sciencast Management
New Jersey
-$876K -12,471 Closed
CS
2614
Cannell & Spears
New York
-$862K -12,272 Closed
SAM
2615
Strategy Asset Managers
California
-$857K -12,203 Closed
FRM
2616
Fox Run Management
Connecticut
-$810K -11,534 Closed
IIA
2617
IPG Investment Advisors
California
-$810K -11,534 Closed
UFF
2618
USA Financial Formulas
Michigan
-$805K -11,462 Closed
1C
2619
111 Capital
France
-$776K -11,054 Closed
Capital Fund Management (CFM)
2620
Capital Fund Management (CFM)
France
-$802K -10,686 Closed
FTUS
2621
Flow Traders U.S.
New York
-$747K -10,641 Closed
FNT
2622
First Nebraska Trust
Nebraska
-$746K -10,615 Closed
CBA
2623
Coastal Bridge Advisors
Connecticut
-$741K -10,552 Closed
GCP
2624
GSA Capital Partners
United Kingdom
-$705K -10,030 Closed
GCM
2625
Gallacher Capital Management
Colorado
-$646K -9,192 Closed

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.