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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
AI
1576
Atom Investors
Texas
$533K +$558K +7,428 New
OWM
1577
OneAscent Wealth Management
Alabama
$533K -$90.1K -1,200 -14%
BLC
1578
Brown, Lisle/Cummings
Rhode Island
$533K +$20.9K +279 +4%
MA
1579
MCF Advisors
Kentucky
$532K -$25.3K -337 -4%
WC
1580
Weil Company
California
$532K -$30K -400 -5%
ST
1581
Spinnaker Trust
Maine
$532K
GWANC
1582
Guardian Wealth Advisors (North Carolina)
North Carolina
$531K +$4.66K +62 +0.8%
BCCM
1583
Bridge Creek Capital Management
Massachusetts
$531K
PP
1584
Patten & Patten
Tennessee
$531K -$4.28K -57 -0.8%
OFG
1585
Oxford Financial Group
Indiana
$531K +$70.1K +934 +14%
SB
1586
Sunflower Bank
Texas
$530K +$5.33K +71 +1%
MCC
1587
Money Concepts Capital
Florida
$529K +$553K +7,371 New
SVWAG
1588
Sound View Wealth Advisors Group
Georgia
$529K +$8.63K +115 +2%
FCIM
1589
Fairview Capital Investment Management
California
$528K -$22.5K -300 -4%
FI
1590
Financial Insights
Washington
$528K
AWM
1591
Accurate Wealth Management
Florida
$528K +$9.01K +120 +1%
PCI
1592
Pacifica Capital Investments
Texas
$527K
SPA
1593
Sherbrooke Park Advisers
New York
$525K +$550K +7,319 New
BAS
1594
Brueske Advisory Services
Washington
$524K +$1.35K +18 +0.2%
OAM
1595
Occidental Asset Management
California
$524K +$70K +932 +15%
WA
1596
Wealthstream Advisors
New York
$523K +$7.88K +105 +1%
VCM
1597
Virtue Capital Management
Tennessee
$523K +$47.7K +635 +10%
LA
1598
Lakeside Advisors
Washington
$522K
CT
1599
Coastline Trust
Rhode Island
$522K +$47K +626 +9%
EA
1600
Everpar Advisors
Oklahoma
$522K +$5.41K +72 +1%

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.