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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
NRI
1351
NFP Retirement Inc
California
$811K -$28K -373 -3%
GC
1352
GatePass Capital
Ohio
$810K +$847K +11,288 New
WCM
1353
Winebrenner Capital Management
Kentucky
$810K -$847K -11,283 -50%
CIC
1354
Crawford Investment Counsel
Georgia
$810K +$29.5K +393 +4%
NIA
1355
NBZ Investment Advisors
Tennessee
$809K -$3.38K -45 -0.4%
TFO
1356
Tarbox Family Office
California
$807K -$826 -11 -0.1%
DBIA
1357
Dumont & Blake Investment Advisors
New Jersey
$805K +$7.81K +104 +0.9%
PMG
1358
Private Management Group
California
$802K -$3.75K -50 -0.4%
CH
1359
Cromwell Holdings
Wyoming
$802K
AHL
1360
Abel Hall LLC
Louisiana
$799K -$14.2K -189 -2%
FFG
1361
Fiduciary Financial Group
California
$798K +$27.6K +368 +3%
PAW
1362
Plan A Wealth
Nebraska
$797K -$8.93K -119 -1%
AP
1363
Appleton Partners
Massachusetts
$797K +$168K +2,232 +25%
PA
1364
PFW Advisors
Georgia
$792K
BOPW
1365
Brandywine Oak Private Wealth
Pennsylvania
$785K +$821K +10,937 New
WA
1366
Wealth Alliance
New York
$781K +$14.6K +195 +2%
LCM
1367
Leisure Capital Management
California
$778K
CA
1368
Cumberland Advisors
Florida
$777K +$1.58K +21 +0.2%
DFG
1369
Delta Financial Group
New Jersey
$775K -$2.48K -33 -0.3%
AC
1370
AlphaCore Capital
California
$774K +$228K +3,040 +39%
PAP
1371
Persistent Asset Partners
Hong Kong
$773K -$125K -1,663 -13%
CCMT
1372
CMT Capital Markets Trading
Germany
$772K -$6.59M -87,750 -89%
WT
1373
Washington Trust
Rhode Island
$770K -$750K -9,990 -48%
AWAP
1374
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$766K +$17K +226 +2%
WIM
1375
WealthPlan Investment Management
Nebraska
$765K +$3.3K +44 +0.4%

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.