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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
BFG
1301
Berger Financial Group
Minnesota
$890K +$12.5K +167 +1%
PFSC
1302
Peoples Financial Services Corp
Pennsylvania
$887K
PFBT
1303
Parkside Financial Bank & Trust
Missouri
$885K +$47.2K +629 +5%
MIA
1304
MeadowBrook Investment Advisors
Michigan
$883K -$10.1K -135 -1%
Kayne Anderson Rudnick Investment Management
1305
Kayne Anderson Rudnick Investment Management
California
$878K +$564K +7,516 +159%
CT
1306
Chicago Trust
Illinois
$878K +$4.5K +60 +0.5%
NWM
1307
Northwest Wealth Management
Iowa
$878K -$197K -2,622 -18%
MIFH
1308
Migdal Insurance & Financial Holdings
Israel
$874K -$247K -3,294 -21%
SYBT
1309
Stock Yards Bank & Trust
Kentucky
$874K -$2.18K -29 -0.2%
HIA
1310
Harbor Investment Advisory
Maryland
$873K +$13.5K +180 +2%
KMWM
1311
Keudell/Morrison Wealth Management
Oregon
$870K +$51.4K +685 +6%
CIC
1312
Chilton Investment Company
Connecticut
$868K
HCP
1313
Hardin Capital Partners
South Carolina
$867K -$335K -4,465 -27%
CAMV
1314
Concord Asset Management (Virginia)
Virginia
$867K +$453K +6,034 +90%
CIG
1315
Cullen Investment Group
Louisiana
$866K -$86.6K -1,154 -9%
AFP
1316
Ausdal Financial Partners
Iowa
$863K +$190K +2,533 +27%
Members Trust
1317
Members Trust
Florida
$863K -$30.9K -412 -3%
WP
1318
Wealthspan Partners
Iowa
$862K -$37.8K -504 -4%
PCS
1319
Personal CFO Solutions
New Jersey
$858K +$20.8K +277 +2%
WIM
1320
Wittenberg Investment Management
Massachusetts
$856K -$3.04M -40,529 -77%
WAP
1321
Wealthcare Advisory Partners
Pennsylvania
$855K -$19.1K -255 -2%
WBCM
1322
Wilson & Boucher Capital Management
California
$854K -$75.1K -1,000 -8%
PP
1323
PDS Planning
Ohio
$852K +$132K +1,754 +17%
AA
1324
Armis Advisers
Georgia
$852K +$901K +12,000 New
EW
1325
Element Wealth
Mississippi
$851K -$14.6K -195 -2%

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.