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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
WLPWM
1476
Walled Lake Planning & Wealth Management
Illinois
$637K -$5.86K -78 -0.9%
FWP
1477
FAS Wealth Partners
Kansas
$637K +$1.8K +24 +0.3%
KA
1478
Kerrisdale Advisers
Florida
$635K -$788K -10,495 -54%
CIM
1479
CIM Investment Management
Pennsylvania
$635K -$450 -6 -0.1%
TTIC
1480
Tower Trust & Investment Company
Iowa
$633K +$669K +8,908 New
NL
1481
NWAM LLC
Washington
$632K +$10.7K +142 +2%
MIP
1482
Marietta Investment Partners
Wisconsin
$632K
T
1483
Transce3nd
Texas
$631K -$5.41K -72 -0.8%
1WM
1484
1900 Wealth Management
Texas
$630K
FPL
1485
Fortress Private Ledger
North Carolina
$630K +$44K +586 +7%
HI
1486
Hudock Inc
Pennsylvania
$630K +$75 +1 +0%
MWP
1487
Meridian Wealth Partners
Pennsylvania
$630K -$17K -227 -3%
AMG
1488
Advisors Management Group
Wisconsin
$628K
LJAC
1489
L.J. Altfest & Co
New York
$627K +$751 +10 +0.1%
WCM
1490
Winthrop Capital Management
Indiana
$626K -$203K -2,700 -24%
POIA
1491
Pin Oak Investment Advisors
Texas
$624K
EWM
1492
Evermay Wealth Management
Virginia
$622K
TL
1493
Tradewinds LLC
North Carolina
$621K +$6.46K +86 +1%
SWM
1494
SilverOak Wealth Management
Minnesota
$618K
IUHSA
1495
Itau Unibanco Holding S.A.
Brazil
$616K +$644K +8,581 New
BWP
1496
BlueStem Wealth Partners
Minnesota
$612K +$3.75K +50 +0.6%
LCWP
1497
Legacy Capital Wealth Partners
Arkansas
$612K -$306K -4,077 -32%
SEIA
1498
Signature Estate & Investment Advisors
California
$610K -$14.9K -199 -2%
DE
1499
Diversified Enterprises
Delaware
$610K +$136K +1,811 +27%
FB
1500
First Bancorp
Maine
$608K +$33.8K +450 +6%

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.