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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
CLOS
1701
Compagnie Lombard Odier SCmA
Switzerland
$449K
LB
1702
Legacy Bridge
Iowa
$447K
OC
1703
Oakworth Capital
Alabama
$447K
RWA
1704
Redhawk Wealth Advisors
Minnesota
$447K +$1.2K +16 +0.3%
TAM
1705
Titleist Asset Management
Texas
$446K -$42.3K -563 -8%
HIG
1706
Heritage Investment Group
Florida
$445K
WPA
1707
Wealth Preservation Advisors
Tennessee
$445K +$465K +6,200 New
NPA
1708
Nichols & Pratt Advisers
Massachusetts
$445K
FCFC
1709
First Citizens Financial Corp
Iowa
$445K
MCA
1710
MSH Capital Advisors
Arizona
$445K +$30.8K +410 +7%
SFP
1711
SwitchPoint Financial Planning
Utah
$445K +$465K +6,196 New
BOSSRA
1712
B.O.S.S. Retirement Advisors
Utah
$445K -$2.98M -39,684 -87%
CCM
1713
Chilton Capital Management
Texas
$444K -$30K -400 -6%
FNBTCON
1714
First National Bank & Trust Co of Newtown
Pennsylvania
$444K
SAM
1715
Secure Asset Management
Michigan
$443K +$82.5K +1,099 +22%
WF
1716
WoodTrust Financial
Wisconsin
$442K -$13.4K -178 -3%
CFP
1717
Cascade Financial Partners
California
$442K +$30K +400 +7%
MFC
1718
Morris Financial Concepts
South Carolina
$441K -$12.1K -161 -3%
IF
1719
Intrua Financial
Texas
$441K -$72.4K -964 -14%
KCFA
1720
Key Client Fiduciary Advisors
New Jersey
$440K -$5.93K -79 -1%
SFO
1721
Stokes Family Office
Louisiana
$437K -$554K -7,375 -55%
WC
1722
Westhampton Capital
North Carolina
$437K -$30K -400 -6%
TFF
1723
The Family Firm
Maryland
$436K -$13.4K -179 -3%
HWM
1724
Hohimer Wealth Management
Washington
$436K +$71K +946 +18%
DSC
1725
Duncker Streett & Co
Missouri
$435K +$526 +7 +0.1%

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.