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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
MC
1026
Martin & Co
Tennessee
$1.52M +$3.15K +42 +0.2%
SCTC
1027
Sanibel Captiva Trust Company
Florida
$1.52M +$298K +3,969 +23%
WG
1028
Welch Group
Alabama
$1.52M -$6.31K -84 -0.4%
MWM
1029
Modera Wealth Management
New Jersey
$1.52M +$41.1K +548 +3%
LWM
1030
LJI Wealth Management
Indiana
$1.51M -$15.3K -204 -1%
GLLW
1031
Graves Light Lenhart Wealth
Virginia
$1.51M +$225 +3 +0%
CIA
1032
Citadel Investment Advisory
Ohio
$1.51M
HSA
1033
Hussman Strategic Advisors
Maryland
$1.51M -$788K -10,500 -33%
LFAS
1034
Level Four Advisory Services
Texas
$1.5M -$152K -2,018 -9%
SIA
1035
Schechter Investment Advisors
Michigan
$1.5M -$124K -1,652 -7%
NWM
1036
Napa Wealth Management
California
$1.5M +$1.56M +20,828 New
RA
1037
Ransom Advisory
Rhode Island
$1.49M +$30K +400 +2%
FFBTD
1038
First Financial Bank - Trust Division
Ohio
$1.49M -$3.68K -49 -0.2%
AWA
1039
Aaron Wealth Advisors
Illinois
$1.48M +$74.7K +995 +5%
LPAM
1040
Lodestar Private Asset Management
California
$1.48M +$469K +6,245 +43%
LI
1041
Louisbourg Investments
New Brunswick, Canada
$1.48M -$30K -400 -1%
SS
1042
Sunbelt Securities
Texas
$1.48M -$211K -2,817 -12%
CTC
1043
Cetera Trust Company
Minnesota
$1.47M
EGM
1044
Engineers Gate Manager
New York
$1.46M -$2.93M -38,981 -66%
UWS
1045
Unique Wealth Strategies
Illinois
$1.46M -$29.2K -389 -2%
MMPW
1046
Mitchell McLeod Pugh & Williams
Alabama
$1.46M +$23.5K +313 +2%
GCP
1047
Garda Capital Partners
Minnesota
$1.46M +$1.53M +20,345 New
TPWA
1048
TRUE Private Wealth Advisors
Oregon
$1.46M -$526 -7 -0%
JF
1049
Jump Financial
Illinois
$1.46M +$40.5K +539 +3%
LIA
1050
LS Investment Advisors
Michigan
$1.45M

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.