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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
TH
1551
TCTC Holdings
Texas
$551K +$11.3K +151 +2%
DA
1552
Doliver Advisors
Texas
$551K -$11.3K -150 -2%
EW
1553
Evoke Wealth
California
$549K +$9.09K +121 +2%
WAM
1554
Worth Asset Management
Texas
$549K -$1.91M -25,474 -77%
PC
1555
Permanens Capital
New York
$549K +$101K +1,346 +21%
WTFG
1556
Wood Tarver Financial Group
Idaho
$548K +$23K +306 +4%
SC
1557
SummitTX Capital
Texas
$548K +$573K +7,628 New
SIS
1558
Sound Income Strategies
Florida
$545K +$7.43K +99 +1%
DWM
1559
DKM Wealth Management
California
$545K +$2.03K +27 +0.4%
PCM
1560
Prelude Capital Management
New York
$542K -$365K -4,860 -39%
BWM
1561
BigSur Wealth Management
Florida
$542K +$567K +7,550 New
GPWM
1562
Grant Private Wealth Management
California
$542K -$30K -400 -5%
AWE
1563
Avidian Wealth Enterprises
Texas
$542K -$91.3K -1,216 -14%
MFG
1564
Mosaic Financial Group
Illinois
$541K +$976 +13 +0.2%
CWG
1565
Cornerstone Wealth Group
North Carolina
$540K +$130K +1,736 +30%
HP
1566
Holistic Planning
Texas
$539K +$20.6K +275 +4%
BFWA
1567
Benchmark Financial Wealth Advisors
Florida
$539K -$16.4K -219 -3%
SFB
1568
STAR Financial Bank
Indiana
$537K
OL
1569
one8zero8 LLC
North Carolina
$537K
CA
1570
Cornerstone Advisory
Maryland
$537K -$19.9K -265 -4%
MFG
1571
Magnus Financial Group
New York
$536K +$8.63K +115 +2%
BFG
1572
Bouchey Financial Group
New York
$535K +$53.8K +716 +11%
CWM
1573
Connecticut Wealth Management
Connecticut
$535K -$11.2K -149 -2%
PMWMG
1574
Parr McKnight Wealth Management Group
Minnesota
$535K
FFO
1575
Fortitude Family Office
Arizona
$535K

WFC Hedge Fund Activity: Q1 2025 in Review

2,552 of the 7,459 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.