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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
WF
1626
Wayfinding Financial
Washington
$503K +$19.9K +265 +4%
KA
1627
Kearns & Associates
California
$503K
BTWM
1628
Baker Tilly Wealth Management
Wisconsin
$502K -$22.1K -295 -4%
CB
1629
Cadence Bank
Mississippi
$501K -$2.1K -28 -0.4%
BWM
1630
Baron Wealth Management
Michigan
$501K +$161K +2,145 +44%
FPCP
1631
Fort Point Capital Partners
California
$500K -$47.6K -634 -8%
1CP
1632
17 Capital Partners
Arizona
$496K +$74.1K +987 +17%
HWA
1633
HHM Wealth Advisors
Tennessee
$495K +$75 +1 +0%
BPW
1634
Bingham Private Wealth
California
$494K +$31.4K +418 +6%
HBT
1635
Heartland Bank & Trust
Illinois
$494K -$662K -8,818 -56%
MIC
1636
Means Investment Company
Maine
$494K +$1.35K +18 +0.3%
BA
1637
Bridgewater Advisors
New York
$493K +$521K +6,934 New
PSB
1638
Piscataqua Savings Bank
New Hampshire
$493K +$300 +4 +0.1%
SIM
1639
SSI Investment Management
California
$493K -$225 -3 -0%
PFW
1640
Petros Family Wealth
Minnesota
$492K +$22.1K +295 +4%
IB
1641
Intrust Bank
Kansas
$491K -$79.9K -1,064 -13%
APW
1642
Austin Private Wealth
Texas
$491K +$42.3K +563 +9%
PA
1643
Procyon Advisors
Connecticut
$490K +$13.8K +184 +3%
DLA
1644
Douglas Lane & Associates
New York
$490K -$286K -3,809 -36%
AA
1645
ALPS Advisors
Colorado
$490K -$422K -5,617 -45%
TC
1646
TFR Capital
Texas
$489K +$283K +3,767 +124%
SC
1647
Schulhoff & Co
Ohio
$488K -$13K -173 -2%
AB
1648
Atlas Brown
Kentucky
$488K +$3.75K +50 +0.7%
CL
1649
COWA LLC
Oklahoma
$488K
LIA
1650
LBMC Investment Advisors
Tennessee
$488K

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.