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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
LAM
851
Lummis Asset Management
Texas
$2.42M +$465K +6,192 +22%
SCI
852
Stableford Capital II
Arizona
$2.4M -$2.33K -31 -0.1%
NRS
853
Neville Rodie & Shaw
New York
$2.4M
BBHC
854
Brown Brothers Harriman & Co
New York
$2.4M -$1.01M -13,491 -29%
MYIA
855
Mount Yale Investment Advisors
Colorado
$2.38M +$349K +4,643 +16%
OWA
856
One Wealth Advisors
California
$2.38M +$403K +5,374 +19%
CI
857
Cigna Investments
Connecticut
$2.37M -$91K -1,212 -4%
ZIC
858
ZWJ Investment Counsel
Georgia
$2.37M -$41.1K -548 -2%
GIA
859
GHP Investment Advisors
Colorado
$2.36M +$71.8K +957 +3%
GSEP
860
Golden State Equity Partners
California
$2.36M -$3K -40 -0.1%
BSI
861
Bennett Selby Investments
Maine
$2.35M +$13.8K +184 +0.6%
JFGIW
862
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.35M +$81K +1,079 +3%
RF
863
Roxbury Financial
New Jersey
$2.35M -$37K -493 -2%
SAM
864
Shell Asset Management
Netherlands
$2.34M -$116K -1,541 -5%
SCM
865
Silvant Capital Management
Georgia
$2.33M +$42.9K +572 +2%
SCM
866
Stevens Capital Management
Pennsylvania
$2.32M +$2.43M +32,349 New
SACTSONJ
867
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.31M
AWA
868
Arete Wealth Advisors
Illinois
$2.31M +$1.26M +16,817 +69%
CPC
869
Congress Park Capital
New York
$2.31M +$180K +2,391 +8%
MAWCM
870
Mine & Arao Wealth Creation & Management
California
$2.31M -$2.1K -28 -0.1%
MWM
871
Massachusetts Wealth Management
Massachusetts
$2.31M -$27K -360 -1%
CMTU
872
Capital Markets Trading (UK)
United Kingdom
$2.3M +$1.22M +16,315 +104%
AA
873
AF Advisors
California
$2.3M
GC
874
Grimes & Company
Massachusetts
$2.3M -$27.6K -368 -1%
YIA
875
YHB Investment Advisors
Connecticut
$2.3M -$79.4K -1,057 -3%

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.