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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
PCWA
2676
Pacific Capital Wealth Advisors
California
-$158K -2,245 Closed
KBFS
2677
Kohmann Bosshard Financial Services
Ohio
-$110K -1,564 Closed
EAM
2678
Exane Asset Management
France
-$96.9K -1,332 Closed
VHAM
2679
Van Hulzen Asset Management
California
-$90.3K -1,285 Closed
FLP
2680
Financial Life Planners
Arizona
-$86.6K -1,233 Closed
EBA
2681
Eagle Bay Advisors
New York
-$77.4K -1,102 Closed
KFP
2682
Keener Financial Planning
Texas
-$70K -1,000 Closed
MB
2683
Mizuho Bank
Japan
-$68.8K -980 Closed
CJL
2684
Cyrus J. Lawrence
New York
-$66K -945 Closed
LG
2685
LAM Group
Oregon
-$63.2K -900 Closed
MFG
2686
Mendota Financial Group
Wisconsin
-$53.9K -767 Closed
QPBE
2687
Quintet Private Bank (Europe)
Luxembourg
-$48.3K -688 Closed
TCG
2688
Transcendent Capital Group
Oklahoma
-$46K -655 Closed
EFMH
2689
E Fund Management (HK)
Hong Kong
-$35K -496 Closed
DRP
2690
Decker Retirement Planning
Utah
-$31.6K -450 Closed
MA
2691
Modus Advisors
Minnesota
-$30.3K -432 Closed
MCM
2692
MidAtlantic Capital Management
Virginia
-$29.6K -421 Closed
SSG
2693
Summit Securities Group
New York
-$21.9K -312 Closed
FIA
2694
FPC Investment Advisory
California
-$23.9K -303 Closed
SC
2695
Stephens Consulting
Michigan
-$18K -256 Closed
CP
2696
Castleview Partners
Texas
-$11.8K -168 Closed
LFA
2697
Legend Financial Advisors
Pennsylvania
-$10.7K -153 Closed
FWM
2698
FLP Wealth Management
Arkansas
-$10.2K -145 Closed
FF
2699
Friedenthal Financial
New Jersey
-$7.59K -108 Closed
MFS
2700
Mattson Financial Services
Michigan
-$5.65K -100 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.