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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
BEW
1651
Burton Enright Welch
California
$486K +$53.5K +713 +12%
FFG
1652
Fortem Financial Group
California
$485K +$11.3K +150 +2%
LA
1653
LVW Advisors
New York
$485K -$13.9K -185 -3%
SAM
1654
Sequent Asset Management
Texas
$485K -$3.15K -42 -0.6%
DMC
1655
Drexel Morgan & Co
Pennsylvania
$484K
MW
1656
Maia Wealth
Colorado
$484K +$36.1K +481 +7%
AMIM
1657
Aull & Monroe Investment Management
Alabama
$482K -$9.16K -122 -2%
CWS
1658
Confluence Wealth Services
Pennsylvania
$482K -$4.5K -60 -0.8%
TCM
1659
Traynor Capital Management
Pennsylvania
$481K +$261K +3,474 +108%
NBWM
1660
North Berkeley Wealth Management
California
$481K -$44.7K -595 -8%
TAM
1661
Tucker Asset Management
Colorado
$480K -$131K -1,744 -21%
LI
1662
LRI Investments
Florida
$480K -$18.5K -246 -4%
TIM
1663
Thompson Investment Management
Wisconsin
$479K -$25.2K -335 -5%
FFIC
1664
First Fiduciary Investment Counsel
Ohio
$479K
IFU
1665
iSAM Funds (UK)
United Kingdom
$479K -$164K -2,189 -25%
MSFS
1666
Main Street Financial Solutions
Pennsylvania
$477K -$236K -3,146 -32%
AIM
1667
Advyzon Investment Management
Illinois
$477K -$67.7K -902 -12%
BC
1668
Belmont Capital
California
$477K -$3.9K -52 -0.8%
AO
1669
Advisor OS
Illinois
$476K -$74.8K -996 -13%
SPWM
1670
Spartan Planning & Wealth Management
North Carolina
$476K +$43.4K +578 +10%
WPWM
1671
Western Pacific Wealth Management
Illinois
$476K -$146K -1,945 -23%
CP
1672
Canopy Partners
Ohio
$475K +$6.61K +88 +1%
SB
1673
Simmons Bank
Arkansas
$474K -$7.51K -100 -1%
LA
1674
Lynch & Associates
Indiana
$473K -$901 -12 -0.2%
PRP
1675
Peak Retirement Planning
Ohio
$473K +$495K +6,587 New

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.