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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
CICI
801
Capital Investment Counsel Inc
North Carolina
$2.86M +$34.5K +460 +1%
NRD
802
Nebula Research & Development
New York
$2.85M +$1.84M +24,532 +161%
NAS
803
NWF Advisory Services
California
$2.84M -$244K -3,244 -8%
RBI
804
Raiffeisen Bank International
Austria
$2.82M +$875K +11,660 +41%
FFO
805
Fiduciary Family Office
Florida
$2.8M +$2.92M +38,948 New
UAS
806
United Asset Strategies
New York
$2.78M -$67.2K -895 -2%
OC
807
Oarsman Capital
Wisconsin
$2.78M +$23.7K +316 +0.8%
MYLI
808
Meiji Yasuda Life Insurance
Japan
$2.78M -$473K -6,296 -14%
CTC
809
Central Trust Company
Missouri
$2.77M -$258K -3,438 -8%
TBA
810
Tower Bridge Advisors
Pennsylvania
$2.76M +$227K +3,030 +9%
CCP
811
Cunning Capital Partners
North Carolina
$2.76M -$16.6K -221 -0.6%
PTCG
812
Pring Turner Capital Group
California
$2.75M -$68.2K -908 -2%
FIA
813
Foundations Investment Advisors
Arizona
$2.74M +$1M +13,355 +54%
SS
814
SBI Securities
Japan
$2.74M -$3.3K -44 -0.1%
CCM
815
CAAS Capital Management
New York
$2.72M +$1.75M +23,307 +159%
HCP
816
Holt Capital Partners
Texas
$2.71M -$1.88K -25 -0.1%
YC
817
Yarbrough Capital
Tennessee
$2.69M
LCM
818
Legato Capital Management
California
$2.69M
AGC
819
Aspen Grove Capital
Colorado
$2.67M -$11K -147 -0.4%
TW
820
Transform Wealth
Colorado
$2.66M -$232K -3,088 -8%
MFIM
821
Mesirow Financial Investment Management
Illinois
$2.66M +$1.45M +19,333 +109%
CF
822
Centaurus Financial
California
$2.66M -$5.33K -71 -0.2%
BEI
823
Benjamin Edwards Inc
Missouri
$2.66M -$729K -9,708 -21%
EWM
824
Evercore Wealth Management
New York
$2.64M -$12.7K -169 -0.5%
AMM
825
American Money Management
California
$2.64M

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.