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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
SIM
1176
Sterling Investment Management
Arizona
$1.1M -$33K -439 -3%
PL
1177
Plancorp LLC
Missouri
$1.1M +$34.5K +460 +3%
GFP
1178
Gryphon Financial Partners
Ohio
$1.1M +$169K +2,257 +17%
QP
1179
Quilter Plc
United Kingdom
$1.1M
SC
1180
Scratch Capital
Idaho
$1.1M +$826K +11,000 +256%
LGA
1181
Lebenthal Global Advisors
New York
$1.1M +$13.6K +181 +1%
IVP
1182
Intrinsic Value Partners
Arizona
$1.1M -$43.9K -585 -4%
NSIM
1183
North Star Investment Management
Illinois
$1.09M +$37.5K +500 +3%
HCM
1184
Hutner Capital Management
Vermont
$1.09M
HWAM
1185
Hennion & Walsh Asset Management
New Jersey
$1.08M -$8.18K -109 -0.7%
GIP
1186
Greatmark Investment Partners
Georgia
$1.08M -$121K -1,605 -10%
AF
1187
Advisornet Financial
Minnesota
$1.08M +$172K +2,293 +18%
CIAS
1188
Capital Investment Advisory Services
North Carolina
$1.08M -$2.1K -28 -0.2%
EWA
1189
Elevate Wealth Advisory
Georgia
$1.07M +$1.12M +14,957 New
CW
1190
CreativeOne Wealth
Kansas
$1.07M +$79.5K +1,059 +8%
RCM
1191
Raleigh Capital Management
North Carolina
$1.07M -$99K -1,319 -8%
BF
1192
Brucke Financial
Indiana
$1.07M +$49.5K +659 +5%
WA
1193
WP Advisors
California
$1.07M -$10.7K -142 -0.9%
TNB
1194
Thomasville National Bank
Georgia
$1.06M -$27.3K -364 -2%
HT
1195
Heritage Trust
Oklahoma
$1.06M
NWAG
1196
Net Worth Advisory Group
Utah
$1.06M -$256K -3,409 -19%
IWA
1197
IBEX Wealth Advisors
New Jersey
$1.06M +$1.11M +14,747 New
SAG
1198
SageView Advisory Group
California
$1.06M +$22.3K +297 +2%
PWP
1199
Principle Wealth Partners
Connecticut
$1.05M -$75.1K -1,000 -6%
MIM
1200
MTM Investment Management
South Carolina
$1.05M +$375 +5 +0%

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.