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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
CIP
701
Convergence Investment Partners
Florida
$3.78M -$502K -6,691 -11%
ABC
702
Associated Banc-Corp
Wisconsin
$3.78M +$62K +826 +2%
QCIG
703
Quad-Cities Investment Group
Iowa
$3.76M -$15.1K -201 -0.4%
HNB
704
Huntington National Bank
Ohio
$3.74M -$211K -2,811 -5%
LA
705
LBP AM
France
$3.74M -$80.4K -1,071 -2%
FCM
706
Fieldview Capital Management
Michigan
$3.74M +$2.25M +30,030 +136%
CCM
707
Coldstream Capital Management
Washington
$3.74M +$153K +2,033 +4%
JHCP
708
Jackson Hole Capital Partners
Oklahoma
$3.72M +$44.1K +587 +1%
NG
709
Norden Group
Utah
$3.69M -$239K -3,179 -6%
3IP
710
3Chopt Investment Partners
Virginia
$3.68M +$268K +3,568 +7%
CG
711
Cynosure Group
Utah
$3.68M -$3.84M -51,198 -50%
PWG
712
Portside Wealth Group
Utah
$3.67M -$405K -5,398 -10%
SW
713
Simplicity Wealth
New Jersey
$3.67M +$2.38M +31,716 +164%
FNBT
714
FineMark National Bank & Trust
Florida
$3.66M -$6.91K -92 -0.2%
FPAS
715
Focus Partners Advisor Solutions
Missouri
$3.65M +$136K +1,812 +4%
AWM
716
Axxcess Wealth Management
California
$3.64M -$1.79M -23,852 -32%
PIWA
717
Prevail Innovative Wealth Advisors
Kansas
$3.64M +$3.81M +50,725 New
RFC
718
Regions Financial Corp
Alabama
$3.64M -$687K -9,154 -15%
PBC
719
Pavion Blue Capital
California
$3.64M -$7.21K -96 -0.2%
4WM
720
44 Wealth Management
Oregon
$3.64M +$12.1K +161 +0.3%
SCA
721
Stonebridge Capital Advisors
Minnesota
$3.64M -$58.9K -784 -2%
CIC
722
Cornercap Investment Counsel
Georgia
$3.64M -$40.2K -536 -1%
LRWA
723
Long Run Wealth Advisors
New York
$3.63M +$3.8M +50,550 New
SCM
724
SOL Capital Management
Maryland
$3.63M
AFS
725
Aft Forsyth & Sober
Florida
$3.62M +$30K +400 +0.8%

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.