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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
FMWA
1276
Forvis Mazars Wealth Advisors
Missouri
$932K +$11.9K +159 +1%
RIA
1277
Richwood Investment Advisors
Ohio
$929K -$13.7K -183 -1%
EW
1278
Entruity Wealth
California
$928K -$26.3K -350 -3%
MWM
1279
Modern Wealth Management
Kansas
$926K +$133K +1,773 +16%
HFO
1280
Heritage Family Offices
Arizona
$926K +$1.35K +18 +0.1%
FC
1281
FORA Capital
Florida
$925K +$968K +12,890 New
CIS
1282
Capital International Sarl
California
$925K -$2.04M -27,238 -68%
OL
1283
Optas LLC
Texas
$922K +$492K +6,548 +104%
FLI
1284
Family Legacy Inc
South Carolina
$922K +$2.78K +37 +0.3%
CWP
1285
Concord Wealth Partners
Virginia
$920K +$390K +5,200 +68%
SAI
1286
Savvy Advisors Inc
New York
$918K +$106K +1,408 +12%
QWP
1287
Quotient Wealth Partners
Texas
$917K +$53.2K +709 +6%
IWA
1288
IVC Wealth Advisors
Pennsylvania
$915K -$2.48K -33 -0.3%
FA
1289
Fermata Advisors
California
$915K +$723K +9,629 +308%
SIM
1290
Studio Investment Management
Illinois
$911K -$236K -3,144 -20%
CNBOF
1291
City National Bank of Florida
Florida
$908K +$54.7K +728 +6%
BCM
1292
Becker Capital Management
Oregon
$903K +$3.83K +51 +0.4%
ISL
1293
Ingalls & Snyder LLC
New York
$903K +$5.18K +69 +0.6%
MSWM
1294
McGlone Suttner Wealth Management
Wisconsin
$901K +$315K +4,201 +50%
SIP
1295
Stoneridge Investment Partners
Pennsylvania
$901K +$942K +12,547 New
CFP
1296
Catalyst Financial Partners
Massachusetts
$895K +$118K +1,572 +14%
NSAM
1297
North Star Asset Management
Wisconsin
$895K -$14.4K -192 -2%
PCM
1298
Pointe Capital Management
Michigan
$895K
AW
1299
Alteri Wealth
California
$893K +$379K +5,053 +68%
CAG
1300
Csenge Advisory Group
Florida
$893K -$206K -2,738 -17%

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.