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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
IAS
1151
Insigneo Advisory Services
Florida
$1.19M +$88.4K +1,177 +8%
BGC
1152
Beutel, Goodman & Co
Ontario, Canada
$1.19M +$1.24M +16,515 New
PWPS
1153
Pinnacle Wealth Planning Services
Ohio
$1.18M +$117K +1,562 +11%
LI
1154
LMCG Investments
Massachusetts
$1.18M -$12.5K -167 -1%
GM
1155
GeoWealth Management
Illinois
$1.17M -$447K -5,949 -27%
XF
1156
XML Financial
Maryland
$1.17M +$9.69K +129 +0.8%
PWA
1157
Providence Wealth Advisors
Illinois
$1.16M +$17.6K +235 +1%
SWM
1158
Sendero Wealth Management
Texas
$1.15M -$338K -4,508 -22%
SC
1159
Sawyer & Company
Massachusetts
$1.15M -$63.8K -850 -5%
LD
1160
Lipe & Dalton
New York
$1.15M -$37.5K -500 -3%
CWA
1161
Crux Wealth Advisors
California
$1.15M +$456K +6,069 +61%
JWM
1162
Jupiter Wealth Management
Colorado
$1.14M
OWP
1163
Obermeyer Wealth Partners
Colorado
$1.14M -$151K -2,012 -11%
EA
1164
Eclectic Associates
California
$1.13M -$1.2K -16 -0.1%
MMHP
1165
Murphy Middleton Hinkle & Parker
Georgia
$1.13M -$976 -13 -0.1%
BIG
1166
Brookwood Investment Group
Arizona
$1.13M +$1.18M +15,762 New
FCI
1167
Financial Counselors Inc
Kansas
$1.13M -$212K -2,827 -15%
DG
1168
DMC Group
Alabama
$1.13M -$140K -1,870 -11%
LF
1169
Lantz Financial
Illinois
$1.12M +$3.38K +45 +0.3%
SAM
1170
Synergy Asset Management
Washington
$1.12M -$689K -9,176 -37%
DWA
1171
Douglass Winthrop Advisors
New York
$1.11M -$66.4K -885 -5%
CWM
1172
Cornerstone Wealth Management
Missouri
$1.11M -$37.7K -502 -3%
HCP
1173
Hexagon Capital Partners
Arkansas
$1.11M -$42.2K -562 -4%
LI
1174
Lafayette Investments
Maryland
$1.11M -$45K -600 -4%
LIM
1175
Longfellow Investment Management
Massachusetts
$1.1M +$1.15M +15,380 New

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.