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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
AG
626
Algert Global
California
$5M +$960K +12,793 +22%
ECM
627
Eisler Capital Management
United Kingdom
$4.99M +$5.22M +69,574 New
Luther King Capital Management (LKCM)
628
Luther King Capital Management (LKCM)
Texas
$4.99M -$1.24M -16,574 -19%
FLPIM
629
F.L. Putnam Investment Management
Massachusetts
$4.98M +$4.69M +62,406 +901%
BCM
630
Brookmont Capital Management
Texas
$4.97M -$635K -8,462 -11%
RBA
631
Richard Bernstein Advisors
New York
$4.97M -$226K -3,014 -4%
WSFS
632
Wilmington Savings Fund Society
Delaware
$4.96M -$103K -1,370 -2%
BS
633
Banco Santander
Spain
$4.96M -$910K -12,124 -15%
SGA
634
Strategic Global Advisors
California
$4.93M +$5.15M +68,607 New
SICM
635
Sustainable Insight Capital Management
New York
$4.9M -$443K -5,896 -8%
OIA
636
OneDigital Investment Advisors
Kansas
$4.85M -$645K -8,593 -11%
HT
637
Headlands Technologies
Illinois
$4.82M +$596K +7,938 +13%
OC
638
Oppenheimer & Co
New York
$4.79M +$1.71M +22,759 +52%
BJL
639
Brighton Jones LLC
Washington
$4.78M +$29.4K +391 +0.6%
DWP
640
Daymark Wealth Partners
Ohio
$4.78M +$74.4K +991 +2%
TSW
641
Thompson Siegel & Walmsley
Virginia
$4.76M -$453K -6,028 -8%
CP
642
Clayton Partners
California
$4.75M -$1.33M -17,749 -21%
PFPT
643
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.74M +$414K +5,509 +9%
BFS
644
Bradley Foster & Sargent
Connecticut
$4.73M -$72.8K -969 -1%
MSA
645
MUFG Securities Americas
New York
$4.66M +$734K +9,778 +18%
MAS
646
Meeder Advisory Services
Ohio
$4.66M +$254K +3,387 +6%
RVM
647
Robinson Value Management
Texas
$4.66M -$33.8K -450 -0.7%
QCG
648
Quadrant Capital Group
Ohio
$4.64M +$1.89M +25,160 +64%
MYAM
649
Meiji Yasuda Asset Management
Japan
$4.63M -$3.68M -48,997 -43%
PAM
650
Paradigm Asset Management
New York
$4.62M

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.