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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
OC
1451
Opinicus Capital
Florida
$667K +$697K +9,287 New
BFC
1452
Bedel Financial Consulting
Indiana
$666K +$12.6K +168 +2%
SW
1453
SteelPeak Wealth
California
$665K +$230K +3,070 +50%
OL
1454
OneFund LLC
Florida
$663K +$1.88K +25 +0.3%
TFA
1455
Transamerica Financial Advisors
Florida
$661K -$2.85K -38 -0.4%
VCM
1456
Versant Capital Management
Arizona
$660K +$315K +4,200 +84%
VAS
1457
Vestmark Advisory Solutions
Massachusetts
$659K -$1.73K -23 -0.2%
JFA
1458
JNBA Financial Advisors
Minnesota
$655K -$142K -1,886 -17%
LFG
1459
Larson Financial Group
Missouri
$655K +$174K +2,314 +34%
CWG
1460
Crown Wealth Group
North Carolina
$654K +$184K +2,456 +37%
NFC
1461
Northstar Financial Companies
Pennsylvania
$652K
SWA
1462
Stratos Wealth Advisors
Ohio
$650K +$137K +1,822 +25%
Legacy Financial Group (Iowa)
1463
Legacy Financial Group (Iowa)
Iowa
$650K -$337K -4,489 -33%
WCA
1464
Westover Capital Advisors
Delaware
$649K
TF
1465
Tudor Financial
Ohio
$649K +$225 +3 +0%
CFA
1466
Cahill Financial Advisors
Minnesota
$649K +$23.6K +315 +4%
SC
1467
Summa Corp
Texas
$648K +$24.3K +324 +4%
CG
1468
CFO4Life Group
Texas
$648K -$11.4K -152 -2%
DMBA
1469
Deseret Mutual Benefit Administrators
Utah
$648K -$72.2K -961 -10%
AWAU
1470
Alliance Wealth Advisors (Utah)
Utah
$644K -$150K -2,003 -18%
BW
1471
Basepoint Wealth
Iowa
$643K -$33K -439 -5%
EMAM
1472
Encompass More Asset Management
California
$641K -$29.1K -388 -4%
TCM
1473
Triumph Capital Management
Colorado
$640K +$15.8K +210 +2%
KCAM
1474
Kagan Cocozza Asset Management
New Jersey
$639K -$85.1K -1,134 -11%
SWC
1475
Spectrum Wealth Counsel
Indiana
$638K

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.