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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
SIG
751
Stonegate Investment Group
Alabama
$3.31M +$4.5K +60 +0.1%
GIA
752
Gladstone Institutional Advisory
Florida
$3.3M +$401K +5,342 +13%
MNBTD
753
Moody National Bank Trust Division
Texas
$3.3M +$4.13K +55 +0.1%
UHC
754
Union Heritage Capital
Michigan
$3.3M
Capstone Investment Advisors
755
Capstone Investment Advisors
New York
$3.27M +$369K +4,918 +12%
KCIC
756
Kuhn & Co Investment Counsel
Illinois
$3.23M +$4.58K +61 +0.1%
CIA
757
Capital Investment Advisors
Georgia
$3.23M -$158K -2,103 -4%
SCI
758
S&CO Inc
Massachusetts
$3.22M -$665K -8,855 -17%
COI
759
Connable Office Inc
Michigan
$3.21M -$1.36M -18,178 -29%
AWM
760
Angeles Wealth Management
California
$3.2M +$12.8K +170 +0.4%
SP
761
SWS Partners
Ohio
$3.19M -$90.3K -1,203 -3%
HPC
762
HM Payson & Co
Maine
$3.18M -$28.4K -378 -0.8%
VNIM
763
Vaughan Nelson Investment Management
Texas
$3.18M
DLCIG
764
D.L. Carlson Investment Group
New Hampshire
$3.17M -$62.8K -836 -2%
SSWM
765
Smith Salley Wealth Management
North Carolina
$3.14M +$111K +1,474 +3%
BP
766
Ballentine Partners
Massachusetts
$3.14M +$180K +2,391 +6%
WWA
767
WCG Wealth Advisors
Nevada
$3.13M -$299K -3,984 -8%
AP
768
Adero Partners
California
$3.11M +$22.3K +297 +0.7%
LOAMS
769
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.1M -$511K -6,812 -14%
AG
770
Ascent Group
Virginia
$3.09M -$991K -13,199 -23%
CA
771
Cullinan Associates
Kentucky
$3.08M +$52.6K +701 +2%
M1FG
772
Mach-1 Financial Group
Arkansas
$3.08M +$2.79M +37,143 +652%
FSA
773
Franklin Street Advisors
North Carolina
$3.07M -$33K -440 -1%
ACM
774
Argyle Capital Management
Pennsylvania
$3.07M
FMI
775
F/M Investments
District of Columbia
$3.07M -$138K -1,832 -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.