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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
HIP
401
HUB Investment Partners
Texas
$14.3M -$145K -1,937 -1%
Focus Partners Wealth
402
Focus Partners Wealth
Massachusetts
$14.3M -$309K -4,119 -2%
CWM
403
Calamos Wealth Management
Illinois
$14.2M +$296K +3,941 +2%
UCFA
404
United Capital Financial Advisors
Texas
$14.2M -$637K -8,483 -4%
AIA
405
Allied Investment Advisors
Montana
$14.2M -$55.9K -744 -0.4%
Lido Advisors
406
Lido Advisors
California
$14.2M +$4.5M +59,935 +44%
GL
407
Governors Lane
New York
$13.8M -$3.68M -49,000 -20%
AAS
408
Avantax Advisory Services
Texas
$13.8M +$1.06M +14,089 +8%
EBSAM
409
Eubel Brady & Suttman Asset Management
Ohio
$13.8M -$3.59M -47,801 -20%
OAC
410
OMERS Administration Corp
Ontario, Canada
$13.8M -$1.06M -14,094 -7%
MGP
411
Metis Global Partners
California
$13.6M +$1.25M +16,706 +10%
MCM
412
Moore Capital Management
New York
$13.6M -$44.1M -587,395 -76%
GIBU
413
Gulf International Bank (UK)
United Kingdom
$13.6M -$6.24M -83,084 -31%
KOCAA
414
Knights of Columbus Asset Advisors
Connecticut
$13.5M +$662K +8,821 +5%
PA
415
Pinnacle Associates
New York
$13.4M +$18.7K +249 +0.1%
GIM
416
Grassi Investment Management
California
$13.3M -$93.6K -1,247 -0.7%
ELC
417
Edgar Lomax Company
Virginia
$13.3M -$21.3M -284,030 -61%
Arrowstreet Capital
418
Arrowstreet Capital
Massachusetts
$13.3M -$362M -4,827,724 -96%
VSI
419
Verde Servicos Internacionais
Brazil
$13.2M -$9.49M -126,377 -41%
MCM
420
MAI Capital Management
Ohio
$13.1M -$47.8K -637 -0.3%
AF
421
Allworth Financial
California
$13M +$1.28M +17,033 +10%
NG
422
NatWest Group
United Kingdom
$13M +$596K +7,934 +5%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$12.9M -$997K -13,279 -7%
AUB
424
Atlantic Union Bankshares
Virginia
$12.8M -$1.34M -17,842 -9%
NAM
425
NorthCrest Asset Manangement
Minnesota
$12.7M +$68.8K +917 +0.5%

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.