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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
ITIM
1751
Indiana Trust & Investment Management
Indiana
$415K
NG
1752
Novem Group
New York
$414K +$202K +2,692 +88%
PCM
1753
Parsons Capital Management
Rhode Island
$413K -$13.3K -177 -3%
PPG
1754
Peak Planning Group
Colorado
$412K +$15.2K +202 +4%
MA
1755
Mezzasalma Advisors
New Jersey
$412K -$4.8K -64 -1%
GCA
1756
Gallagher Capital Advisors
Texas
$412K -$1.58K -21 -0.4%
AWM
1757
Aprio Wealth Management
Georgia
$411K +$74.3K +990 +21%
DWM
1758
Denver Wealth Management
Colorado
$411K +$13.1K +175 +3%
AIA
1759
AssuredPartners Investment Advisors
Florida
$409K +$52K +692 +14%
SNBOSD
1760
Security National Bank of So Dak
Iowa
$409K +$25.7K +342 +6%
BI
1761
Ballast Inc
Kentucky
$408K
HCWM
1762
Hidden Cove Wealth Management
Washington
$408K +$9.84K +131 +2%
SRA
1763
Secured Retirement Advisors
Minnesota
$408K +$427K +5,685 New
LRIA
1764
Leonard Rickey Investment Advisors
Washington
$407K +$32K +426 +7%
GCM
1765
G2 Capital Management
Ohio
$406K +$375 +5 +0.1%
BI
1766
Bradyco Inc
Massachusetts
$404K -$4.66K -62 -1%
SB
1767
Strategic Blueprint
Georgia
$404K +$12.2K +162 +3%
DWAM
1768
Duncan Williams Asset Management
Tennessee
$403K -$6.98K -93 -2%
KW
1769
KWB Wealth
California
$403K -$199K -2,654 -32%
NRC
1770
New Republic Capital
North Carolina
$402K +$26.2K +349 +7%
BW
1771
BIP Wealth
Georgia
$400K +$8.71K +116 +2%
AWP
1772
Accretive Wealth Partners
New Jersey
$399K +$408K +5,430 New
PMSA
1773
Patrick M. Sweeney & Associates
Illinois
$399K +$14.6K +195 +4%
PWM
1774
Pines Wealth Management
North Carolina
$399K -$25.4K -338 -5%
AG
1775
AmeriFlex Group
Nevada
$399K -$22.1K -294 -5%

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.