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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
LFM
601
LGT Fund Management
Liechtenstein
$5.53M +$2.63M +35,057 +83%
NSEDCP
602
NJ State Employees Deferred Compensation Plan
New Jersey
$5.53M
TW
603
Trajan Wealth
Arizona
$5.53M +$696K +9,275 +14%
HAG
604
HighPoint Advisor Group
Illinois
$5.48M +$1.08M +14,405 +23%
ESBC
605
E.S. Barr & Co
Kentucky
$5.47M -$108K -1,432 -2%
GT
606
Greenleaf Trust
Michigan
$5.45M +$137K +1,829 +2%
Vontobel Holding
607
Vontobel Holding
Switzerland
$5.45M +$2.24M +29,870 +65%
BFG
608
Bleakley Financial Group
New Jersey
$5.43M +$208K +2,767 +4%
CFO
609
Callan Family Office
Pennsylvania
$5.38M -$1.75M -23,347 -24%
HWM
610
HighMark Wealth Management
Minnesota
$5.37M +$901 +12 +0%
AS
611
Aware Super
Australia
$5.33M
TPCW
612
TD Private Client Wealth
New York
$5.32M -$59.2K -788 -1%
SF
613
Synovus Financial
Georgia
$5.31M -$99.9K -1,331 -2%
FNFDCM
614
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.31M -$188K -2,505 -3%
WCM
615
Weik Capital Management
Pennsylvania
$5.3M -$23.3K -310 -0.4%
MDCM
616
Morgan Dempsey Capital Management
Wisconsin
$5.29M +$5.53M +73,643 New
BCV
617
Banque Cantonale Vaudoise
Switzerland
$5.28M +$5.52M +73,483 New
BFS
618
Bard Financial Services
Connecticut
$5.21M -$249K -3,315 -4%
LAM
619
L2 Asset Management
Massachusetts
$5.2M +$1.29M +17,198 +31%
PIM
620
Plato Investment Management
Australia
$5.19M -$852K -11,354 -14%
BG
621
Bahl & Gaynor
Ohio
$5.19M -$55.9K -745 -1%
RHIG
622
R.H. Investment Group
Arizona
$5.13M -$34.3K -457 -0.6%
CANC
623
Culbertson A N & Co
Virginia
$5.12M -$9.76K -130 -0.2%
AG
624
AIA Group
Hong Kong
$5.07M +$555K +7,396 +12%
RWM
625
Ritholtz Wealth Management
New York
$5.05M +$316K +4,209 +6%

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.