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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
FTC
1326
Farmers Trust Company
Ohio
$848K
ASC
1327
Atalanta Sosnoff Capital
New York
$846K -$133K -1,768 -13%
BAM
1328
Belpointe Asset Management
Nevada
$845K +$125K +1,669 +17%
MAWA
1329
Moss Adams Wealth Advisors
Washington
$842K -$50.6K -674 -5%
QC
1330
Quantessence Capital
New York
$842K -$2.12M -28,214 -71%
KA
1331
Kovack Advisors
Florida
$840K +$63.6K +847 +8%
AIP
1332
Arrowpoint Investment Partners
Singapore
$840K +$878K +11,700 New
RCM
1333
RB Capital Management
Nevada
$837K +$300 +4 +0%
MWM
1334
Manske Wealth Management
Texas
$830K -$137K -1,822 -14%
CCWM
1335
Correct Capital Wealth Management
Missouri
$829K -$1.43K -19 -0.2%
CCG
1336
Coastwise Capital Group
California
$829K -$1.12M -14,854 -56%
PL
1337
Perpetual Ltd
Australia
$827K
JFL
1338
Jarislowsky, Fraser Ltd
Quebec, Canada
$826K -$292K -3,890 -25%
TCOV
1339
Trust Company of Vermont
Vermont
$826K -$18K -240 -2%
BIP
1340
Blueprint Investment Partners
North Carolina
$824K +$41.4K +552 +5%
KTC
1341
Kentucky Trust Company
Kentucky
$824K
AIA
1342
AIMZ Investment Advisors
California
$824K
GLA
1343
Good Life Advisors
Pennsylvania
$819K -$5.48K -73 -0.6%
FFM
1344
Flagstone Financial Management
Nebraska
$819K +$12.8K +170 +2%
PHK
1345
Point72 Hong Kong
Hong Kong
$819K -$10M -133,313 -92%
HWA
1346
HCR Wealth Advisors
California
$819K
RWA
1347
River Wealth Advisors
Pennsylvania
$819K +$7.36K +98 +0.9%
SIA
1348
Strategic Investment Advisors
Michigan
$817K -$84.5K -1,126 -9%
KJWM
1349
Kiley Juergens Wealth Management
Washington
$817K -$187K -2,490 -18%
PWMAG
1350
Pinnacle Wealth Management Advisory Group
New Jersey
$812K -$13.3K -177 -2%

WFC Hedge Fund Activity: Q1 2025 in Review

2,552 of the 7,460 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.