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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
HR
1726
Hardy Reed
Mississippi
$434K +$36.3K +484 +9%
SMWM
1727
Silvia McColl Wealth Management
California
$434K +$150 +2 +0%
AWA
1728
Alaska Wealth Advisors
Alaska
$434K -$18.3K -244 -4%
CHP
1729
Cable Hill Partners
Oregon
$433K +$1.13K +15 +0.2%
FNBOH
1730
First National Bank of Hutchinson
Kansas
$433K
SWM
1731
Silverlake Wealth Management
Vermont
$432K -$75 -1 -0%
CT
1732
Colonial Trust
South Carolina
$432K -$35.1K -467 -7%
AAS
1733
Annex Advisory Services
Wisconsin
$431K +$75.6K +1,007 +20%
MW
1734
MBL Wealth
North Carolina
$431K +$118K +1,568 +35%
SCM
1735
Sterneck Capital Management
Missouri
$430K -$90.1K -1,200 -17%
UF
1736
Univest Financial
Pennsylvania
$428K -$9.46K -126 -2%
AFG
1737
Allegheny Financial Group
Pennsylvania
$427K -$30K -399 -6%
SFS
1738
Stiles Financial Services
Minnesota
$426K +$2.18K +29 +0.5%
MG
1739
Marex Group
$426K -$821K -10,938 -65%
DACS
1740
Dymon Asia Capital (Singapore)
Singapore
$424K +$444K +5,911 New
MS
1741
Maven Securities
Jersey
$424K +$444K +5,909 New
FIM
1742
Fruth Investment Management
Texas
$424K
PTB
1743
Pioneer Trust Bank
Oregon
$424K
AF
1744
Arrow Financial
New York
$423K -$6.31K -84 -1%
SC
1745
Searle & Co
Connecticut
$423K
SAW
1746
Signal Advisors Wealth
Michigan
$421K +$71.3K +950 +19%
1WA
1747
180 Wealth Advisors
Washington
$419K
VCP
1748
Verus Capital Partners
Arizona
$419K -$42.9K -572 -9%
PCG
1749
PFC Capital Group
California
$418K +$20.7K +276 +5%
APG
1750
Abacus Planning Group
South Carolina
$415K +$53.5K +713 +14%

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.