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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
VWM
1526
Vermillion Wealth Management
Minnesota
$580K +$2.48K +33 +0.4%
BRWM
1527
Blue Rock Wealth Management
North Carolina
$580K +$217K +2,894 +56%
AA
1528
Auxano Advisors
Washington
$579K +$8.78K +117 +1%
ICP
1529
Interchange Capital Partners
Pennsylvania
$578K +$115K +1,532 +23%
PA
1530
PFG Advisors
Arizona
$578K +$22.7K +302 +4%
OWIM
1531
Old West Investment Management
California
$577K +$603K +8,037 New
IF
1532
Integrity Financial
Wyoming
$576K -$280K -3,725 -32%
IIC
1533
Ironwood Investment Counsel
Arizona
$575K -$21.1K -281 -3%
FA
1534
Fiducient Advisors
Illinois
$574K +$601K +8,000 New
SCM
1535
Sebold Capital Management
Illinois
$574K -$47.7K -635 -7%
AA
1536
Advisory Alpha
Michigan
$573K +$129K +1,713 +27%
IWA
1537
Icon Wealth Advisors
Texas
$573K +$26.3K +350 +5%
NP
1538
Nilsine Partners
Colorado
$572K +$41.5K +553 +7%
IDA
1539
Intelligence Driven Advisers
California
$570K -$25.6K -341 -4%
SIAG
1540
Safeguard Investment Advisory Group
California
$568K +$155K +2,065 +35%
CFG
1541
Cooper Financial Group
California
$567K +$171K +2,282 +41%
CPA
1542
Capital Performance Advisors
California
$564K +$264K +3,515 +81%
AF
1543
Atala Financial
California
$564K
IFWM
1544
Institute for Wealth Management
Colorado
$564K +$300 +4 +0.1%
VCAM
1545
Van Cleef Asset Management
Ohio
$561K -$263K -3,499 -31%
QL
1546
Quarry LP
New York
$559K +$469K +6,248 +407%
CC
1547
Callan Capital
California
$557K +$102K +1,364 +21%
TCM
1548
Tradewinds Capital Management
Washington
$555K
SIG
1549
Sky Investment Group
Connecticut
$553K
CIA
1550
Cape Investment Advisory
Georgia
$552K +$5.86K +78 +1%

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.