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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
CST
2651
Charles Schwab Trust
Nevada
-$238K -3,387 Closed
CCM
2652
Chiron Capital Management
Florida
-$237K -3,371 Closed
JTWM
2653
Jackson Thornton Wealth Management
Alabama
-$236K -3,365 Closed
WWG
2654
West Wealth Group
California
-$232K -3,301 Closed
AIA
2655
Angeles Investment Advisors
California
-$228K -3,250 Closed
EWA
2656
Emergent Wealth Advisors
New York
-$226K -3,212 Closed
IA
2657
IFG Advisory
Georgia
-$221K -3,145 Closed
FMN
2658
Financial Management Network
California
-$224K -3,136 Closed
CCS
2659
Concentric Capital Strategies
Connecticut
-$220K -3,135 Closed
SF
2660
Symphony Financial
Texas
-$242K -3,106 Closed
WC
2661
Woodstock Corp
Massachusetts
-$217K -3,085 Closed
KAM
2662
KEB Asset Management
Illinois
-$217K -3,083 Closed
LA
2663
LM Advisors
California
-$214K -3,049 Closed
DIP
2664
Davis Investment Partners
North Carolina
-$213K -3,043 Closed
HVIA
2665
Hudson Valley Investment Advisors
New York
-$205K -2,915 Closed
GD
2666
Grandfield & Dodd
New York
-$204K -2,898 Closed
MAM
2667
McLean Asset Management
Virginia
-$202K -2,873 Closed
NCM
2668
Nelson Capital Management
California
-$201K -2,868 Closed
EFSCE
2669
Enterprise Financial Services Corp (EFSC)
Missouri
-$201K -2,855 Closed
AAS
2670
Asset Allocation Strategies
Michigan
-$218K -2,756 Closed
BFWM
2671
Bright Futures Wealth Management
New York
-$206K -2,627 Closed
LJHT
2672
Laurie J. Hall Trustee
-$183K -2,602 Closed
PFA
2673
Pathway Financial Advisers
Indiana
-$182K -2,597 Closed
KFA
2674
Kapstone Financial Advisors
Ohio
-$200K -2,557 Closed
ECM
2675
Elgethun Capital Management
South Dakota
-$161K -2,297 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.