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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
MA
726
Montag & Associates
Georgia
$3.62M -$173K -2,308 -4%
AWM
727
Avior Wealth Management
Nebraska
$3.61M -$444K -5,920 -11%
VCA
728
Verdence Capital Advisors
Maryland
$3.59M -$207K -2,761 -5%
WJWM
729
Williams Jones Wealth Management
New York
$3.58M -$83.3K -1,110 -2%
Wolverine Trading
730
Wolverine Trading
Illinois
$3.57M -$2.19M -29,200 -37%
OFS
731
OneAscent Financial Services
Alabama
$3.57M +$1.76M +23,485 +89%
VFA
732
Valeo Financial Advisors
Indiana
$3.56M +$41.5K +553 +1%
QI
733
Qtron Investments
Massachusetts
$3.55M
RSWM
734
Robertson Stephens Wealth Management
California
$3.55M -$181K -2,412 -5%
AC
735
Asio Capital
Kentucky
$3.55M +$47.2K +629 +1%
CIA
736
Cohen Investment Advisors
New Hampshire
$3.53M +$358K +4,770 +11%
ICM
737
IMS Capital Management
Oregon
$3.5M -$26.8K -357 -0.7%
MC
738
Moors & Cabot
Massachusetts
$3.5M +$36.7K +489 +1%
FT
739
Fiduciary Trust
Massachusetts
$3.5M +$83.9K +1,118 +2%
TCA
740
Transcend Capital Advisors
New Jersey
$3.48M -$79.2K -1,055 -2%
QOP
741
Quinn Opportunity Partners
Virginia
$3.48M -$676K -9,000 -16%
SJL
742
Shayne & Jacobs LLC
Tennessee
$3.46M +$541K +7,200 +18%
TPI
743
Trust Point Inc
Wisconsin
$3.45M -$352K -4,687 -9%
SG
744
Somerset Group
Minnesota
$3.41M -$9.69K -129 -0.3%
GI
745
GAMMA Investing
California
$3.39M +$359K +4,786 +11%
JIC
746
Joel Isaacson & Co
New York
$3.36M +$103K +1,367 +3%
PA
747
Profund Advisors
Maryland
$3.35M -$375K -4,991 -10%
TCPW
748
Twin City Private Wealth
North Carolina
$3.35M -$31.7K -422 -0.9%
CHAM
749
Clear Harbor Asset Management
Connecticut
$3.35M -$490K -6,526 -12%
WF
750
Welch & Forbes
Massachusetts
$3.32M -$12.7K -169 -0.4%

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.