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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
PFA
1051
Pure Financial Advisors
California
$1.45M +$174K +2,317 +13%
BCWM
1052
Bartlett & Co Wealth Management
Ohio
$1.45M -$142K -1,894 -9%
CI
1053
CX Institutional
Indiana
$1.45M -$21.7K -289 -1%
JSL
1054
JT Stratford LLC
Georgia
$1.44M -$68.8K -917 -4%
BCG
1055
Breakwater Capital Group
New Jersey
$1.44M +$214K +2,848 +17%
HA
1056
Harbor Advisors
Florida
$1.44M
SM
1057
Sweeney & Michel
California
$1.41M +$1.71M +22,780 New
TAM
1058
Tealwood Asset Management
Minnesota
$1.4M -$170K -2,265 -10%
SRC
1059
Sage Rhino Capital
California
$1.4M -$26.3K -350 -2%
TCOT
1060
Trust Company of Toledo
Ohio
$1.4M -$242K -3,226 -14%
FBT
1061
First Bank & Trust
South Dakota
$1.4M
EFG
1062
Everhart Financial Group
Ohio
$1.4M +$69.5K +926 +5%
WIS
1063
Wright Investors Service
Connecticut
$1.4M +$457K +6,084 +45%
ASBI
1064
American State Bank (Iowa)
Iowa
$1.39M +$6.91K +92 +0.5%
NEI
1065
Northwest & Ethical Investments
Ontario, Canada
$1.39M +$1.46M +19,447 New
CT
1066
Caldwell Trust
Florida
$1.39M +$111K +1,481 +8%
MEAC
1067
M.E. Allison & Co
Texas
$1.39M +$75 +1 +0%
FDS
1068
First Dallas Securities
Texas
$1.38M +$218K +2,903 +18%
CA
1069
Continuum Advisory
Idaho
$1.38M +$250K +3,336 +21%
KIG
1070
Kennedy Investment Group
New Jersey
$1.38M -$63.6K -847 -4%
CC
1071
Chicago Capital
Illinois
$1.38M
LC
1072
Lindbrook Capital
California
$1.38M -$46.1K -614 -3%
FA
1073
Fiduciary Alliance
South Carolina
$1.37M -$197K -2,621 -12%
AIA
1074
Affinity Investment Advisors
California
$1.37M -$30.4K -405 -2%
GFM
1075
GF Fund Management
China
$1.36M +$972K +12,944 +214%

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.