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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
RFM
876
Royal Fund Management
Florida
$2.29M -$2.38M -31,752 -50%
AAM
877
Auxier Asset Management
Oregon
$2.28M -$11.6K -155 -0.5%
MOS
878
MGO One Seven
Ohio
$2.27M +$305K +4,068 +15%
WP
879
Westmount Partners
California
$2.27M +$20.6K +274 +0.9%
ACA
880
Aptus Capital Advisors
Alabama
$2.27M +$216K +2,881 +10%
PWAM
881
Private Wealth Asset Management
Iowa
$2.26M +$2.37M +31,512 New
ACL
882
Applied Capital LLC
Florida
$2.26M -$12K -160 -0.5%
DAS
883
Dynamic Advisor Solutions
Arizona
$2.25M +$2.36M +31,375 New
SCM
884
Schnieders Capital Management
California
$2.24M -$181K -2,410 -7%
SIA
885
SeaBridge Investment Advisors
New Jersey
$2.24M +$1.56M +20,796 +201%
APC
886
Aspire Private Capital
North Carolina
$2.23M +$142K +1,889 +6%
GLR
887
Great Lakes Retirement
Ohio
$2.22M +$9.46K +126 +0.4%
SSW
888
Smith Shellnut Wilson
Mississippi
$2.22M +$37.8K +504 +2%
AIC
889
Argus Investors Counsel
New York
$2.22M +$3K +40 +0.1%
AFW
890
Avantra Family Wealth
Pennsylvania
$2.2M +$19.7K +262 +0.9%
GIP
891
Granite Investment Partners
California
$2.2M
FCP
892
Fidelis Capital Partners
Florida
$2.19M -$74.7K -995 -3%
TWM
893
Tradition Wealth Management
Minnesota
$2.18M +$10.7K +143 +0.5%
WGAM
894
Wilkinson Global Asset Management
New York
$2.18M
TC
895
Truvestments Capital
Florida
$2.18M +$2.22M +29,618 +4,148%
SSI
896
Scott & Selber Inc
Texas
$2.17M +$1.5K +20 +0.1%
JIC
897
Johnson Investment Counsel
Ohio
$2.17M -$103K -1,370 -4%
MGWM
898
Marks Group Wealth Management
Minnesota
$2.17M -$19.1K -254 -0.8%
BBP
899
Banco BTG Pactual
Brazil
$2.15M +$142K +1,889 +7%
MIM
900
Marco Investment Management
Georgia
$2.15M +$33.8K +450 +2%

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.