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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
ML
1501
McAdam LLC
Pennsylvania
$608K +$168K +2,244 +36%
ACG
1502
Allen Capital Group
Nebraska
$605K +$28.4K +378 +5%
HBS
1503
Howard Bailey Securities
Indiana
$605K -$76.7K -1,021 -11%
VWM
1504
Venturi Wealth Management
Texas
$605K +$77.8K +1,036 +14%
NIM
1505
Northeast Investment Management
Massachusetts
$604K -$150 -2 -0%
EGA
1506
Eagle Global Advisors
Texas
$604K
VA
1507
Valmark Advisers
Ohio
$603K +$7.88K +105 +1%
SCP
1508
Sivia Capital Partners
California
$603K +$35.7K +475 +6%
HI
1509
Humankind Investments
New York
$603K -$27.8K -370 -4%
MMG
1510
Monetary Management Group
Missouri
$603K
KLCM
1511
KG&L Capital Management
Louisiana
$602K +$13.7K +183 +2%
FMB
1512
Field & Main Bank
Kentucky
$598K +$5.63K +75 +0.9%
TCM
1513
Tributary Capital Management
Nebraska
$590K -$160K -2,130 -21%
ZBNA
1514
Zions Bancorporation, National Association
Utah
$589K +$616K +8,200 New
WA
1515
Waddell & Associates
Tennessee
$588K +$78K +1,039 +15%
WA
1516
Wealth Architects
California
$588K +$4.43K +59 +0.7%
RWM
1517
RKL Wealth Management
Pennsylvania
$588K +$384K +5,113 +166%
KIM
1518
Kestra Investment Management
Texas
$587K -$6.98K -93 -1%
BWP
1519
Baldwin Wealth Partners
Massachusetts
$587K +$3.08K +41 +0.5%
CIC
1520
Cutler Investment Counsel
Oregon
$586K +$2.48K +33 +0.4%
CWM
1521
Circle Wealth Management
New Jersey
$586K -$51.7K -688 -8%
SCA
1522
Sippican Capital Advisors
Massachusetts
$585K -$11.3K -150 -2%
CNBT
1523
Canandaigua National Bank & Trust
New York
$583K -$15.5K -206 -2%
LFA
1524
Lauterbach Financial Advisors
Texas
$583K -$70.7K -942 -10%
AW
1525
Avion Wealth
Texas
$582K

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.