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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
CFO
1676
CVA Family Office
Colorado
$472K +$45.2K +602 +10%
MCM
1677
Mengis Capital Management
Oregon
$471K +$3.75K +50 +0.8%
TF
1678
Trek Financial
Arizona
$470K +$491K +6,545 New
KFGK
1679
Keystone Financial Group (Kentucky)
Kentucky
$467K -$76.7K -1,022 -14%
AA
1680
Alpha Advisors
Virginia
$466K +$12.3K +164 +3%
RLH
1681
RD Lewis Holdings
Florida
$466K +$26.3K +350 +6%
SAM
1682
Sawgrass Asset Management
Florida
$466K +$487K +6,493 New
MADFP
1683
Michael A Dubis Financial Planning
Wisconsin
$466K
AWP
1684
Axis Wealth Partners
Rhode Island
$465K +$751 +10 +0.2%
AC
1685
ASB Consultores
Florida
$465K -$387K -5,157 -44%
LC
1686
Lincoln Capital
Nebraska
$464K +$75 +1 +0%
TIA
1687
Traphagen Investment Advisors
New Jersey
$463K +$40.4K +538 +9%
TGAM
1688
TBH Global Asset Management
Tennessee
$462K +$16.9K +225 +4%
FFA
1689
Founders Financial Alliance
North Carolina
$461K -$38.6K -514 -7%
CAM
1690
Campion Asset Management
Virginia
$460K -$75.8K -1,010 -14%
RIM
1691
Redwood Investment Management
Arizona
$459K +$480K +6,397 New
RWPA
1692
Richard W. Paul & Associates
Michigan
$458K -$4.36K -58 -0.9%
MAG
1693
M3 Advisory Group
Massachusetts
$456K +$15K +200 +3%
ZIG
1694
Zullo Investment Group
Pennsylvania
$454K +$11K +147 +2%
EFA
1695
Evernest Financial Advisors
Indiana
$453K +$72.3K +963 +18%
FRA
1696
Front Row Advisors
California
$452K
LWM
1697
Lakeridge Wealth Management
Ohio
$451K +$8.93K +119 +2%
FFG
1698
Fortress Financial Group
Minnesota
$451K +$1.13K +15 +0.2%
SFI
1699
SPC Financial Inc
Maryland
$449K +$11.3K +151 +2%
BWAM
1700
Boyd Watterson Asset Management
Ohio
$449K +$147K +1,959 +46%

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.