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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
MGIA
901
Moneta Group Investment Advisors
Missouri
$2.14M +$33.8K +450 +2%
NAS
902
Nicolet Advisory Services
Wisconsin
$2.14M +$63.1K +840 +3%
NEWAS
903
N.E.W. Advisory Services
Wisconsin
$2.14M +$107K +1,420 +5%
BAAM
904
Baker Avenue Asset Management
California
$2.14M +$87.6K +1,167 +4%
CAM
905
Carret Asset Management
New York
$2.13M -$13.1K -175 -0.6%
SWM
906
Shelton Wealth Management
Texas
$2.13M +$1.43K +19 +0.1%
APF
907
Alaska Permanent Fund
Alaska
$2.13M
ECM
908
Evergreen Capital Management
Washington
$2.12M +$181K +2,407 +9%
XWM
909
Xcel Wealth Management
Florida
$2.12M
DWM
910
Diversify Wealth Management
Utah
$2.11M -$126K -1,672 -5%
PDL
911
Portfolio Design Labs
California
$2.1M -$2.92M -38,896 -57%
CFM
912
Catalyst Funds Management
Australia
$2.09M -$4.05M -53,940 -65%
CWM
913
Congress Wealth Management
Massachusetts
$2.08M +$1.59M +21,202 +285%
RHAM
914
Round Hill Asset Management
California
$2.08M -$465K -6,195 -18%
TPW
915
Talon Private Wealth
Florida
$2.07M +$2.08M +27,744 +3,464%
FPWM
916
FSB Premier Wealth Management
Iowa
$2.07M +$293K +3,908 +16%
EWM
917
Empirical Wealth Management
Washington
$2.07M +$454K +6,053 +27%
MPWT
918
MassMutual Private Wealth & Trust
Connecticut
$2.07M -$225K -3,003 -9%
HI
919
Harbour Investments
Wisconsin
$2.06M +$7.43K +99 +0.3%
RIL
920
Rothschild Investment LLC
Illinois
$2.06M +$26.4K +352 +1%
AC
921
Apella Capital
Connecticut
$2.06M +$261K +3,474 +13%
AA
922
Argent Advisors
Louisiana
$2.06M -$20.4K -272 -0.9%
NNPTE
923
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.06M -$28.9M -385,213 -93%
IAIM
924
International Assets Investment Management
Florida
$2.05M +$71.2M +947,716 New
WI
925
WrapManager Inc
California
$2.05M -$286K -3,810 -12%

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.