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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
RWP
1226
Ridgecrest Wealth Partners
California
$1.01M -$73K -972 -6%
CSC
1227
Cove Street Capital
California
$1.01M -$610K -8,130 -37%
FFA
1228
Florida Financial Advisors
Florida
$1M +$619K +8,242 +142%
Financial Engines Advisors
1229
Financial Engines Advisors
California
$1M -$77.7K -1,035 -7%
SG
1230
StoneX Group
New York
$1M -$96K -1,279 -8%
GI
1231
Gradient Investments
Minnesota
$993K -$24K -320 -2%
HWP
1232
Highline Wealth Partners
California
$992K +$11.7K +156 +1%
AGWCA
1233
Annis Gardner Whiting Capital Advisors
Florida
$991K -$1.73M -23,025 -63%
HBT
1234
Hills Bank & Trust
Iowa
$990K +$45K +600 +5%
WAG
1235
Wallace Advisory Group
California
$990K -$214K -2,849 -17%
PAMG
1236
Patton Albertson Miller Group
Tennessee
$990K
WWM
1237
Western Wealth Management
Colorado
$989K +$123K +1,635 +13%
CWP
1238
Cyndeo Wealth Partners
Florida
$988K +$18.6K +248 +2%
CIA
1239
Cladis Investment Advisory
Montana
$985K
CCA
1240
Childress Capital Advisors
Texas
$983K +$177K +2,351 +21%
PA
1241
Promethium Advisors
Maryland
$983K +$397K +5,285 +63%
BFA
1242
Bragg Financial Advisors
North Carolina
$980K -$26.4K -351 -3%
NCM
1243
Neumann Capital Management
California
$978K
PNC
1244
Park National Corp
Ohio
$978K -$12.1K -161 -1%
ETC
1245
Exchange Traded Concepts
Oklahoma
$975K -$8.91M -118,609 -90%
CPA
1246
Cardiff Park Advisors
California
$975K +$1.05K +14 +0.1%
WA1
1247
Wimmer Associates 1
California
$974K +$1.35K +18 +0.1%
CSP
1248
Cary Street Partners
Virginia
$971K +$125K +1,662 +14%
AIM
1249
Anchor Investment Management
South Carolina
$971K +$1.28K +17 +0.1%
BTW
1250
Boston Trust Walden
Massachusetts
$970K

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.