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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
MAM
1801
MMA Asset Management
Pennsylvania
$381K +$3.38K +45 +0.9%
CC
1802
Constitution Capital
Connecticut
$380K
MCA
1803
Millennium Capital Advisors
Arkansas
$380K +$3.75K +50 +1%
MCP
1804
Mirador Capital Partners
California
$380K +$13.6K +181 +4%
MPCG
1805
Matrix Private Capital Group
New York
$379K
PWM
1806
Partners Wealth Management
California
$379K +$8.41K +112 +2%
MSAM
1807
Moloney Securities Asset Management
Missouri
$378K +$63.3K +843 +19%
ST
1808
Smithfield Trust
Pennsylvania
$378K -$22.5K -300 -5%
FCAS
1809
First Command Advisory Services
Texas
$377K +$25K +333 +7%
AP
1810
Americana Partners
Texas
$377K -$5.3M -70,542 -93%
WTA
1811
Washington Trust Advisors
Massachusetts
$374K -$133K -1,775 -25%
KFC
1812
Klingenstein Fields & Co
New York
$374K +$7.36K +98 +2%
CSPIA
1813
Cary Street Partners Investment Advisory
Virginia
$373K +$57.2K +762 +17%
NFC
1814
Northeast Financial Consultants
Connecticut
$372K
MSA
1815
Marino Stram & Associates
Massachusetts
$372K -$8.11K -108 -2%
BAM
1816
Blueshift Asset Management
New Jersey
$371K +$388K +5,169 New
RP
1817
Raelipskie Partnership
Ontario, Canada
$371K
BFF
1818
Byrne Financial Freedom
Massachusetts
$370K -$150 -2 -0%
BIC
1819
Beach Investment Counsel
Pennsylvania
$370K -$5.63K -75 -1%
SL
1820
Salomon & Ludwin
Virginia
$370K
SSA
1821
Sierra Summit Advisors
Nevada
$370K -$9.01K -120 -2%
MFWP
1822
Mosaic Family Wealth Partners
Missouri
$369K -$17K -226 -4%
CTI
1823
Community Trust & Investment
Kentucky
$369K -$21.3K -284 -5%
EI
1824
Ellevest Inc
New York
$368K +$150 +2 +0%
FAIM
1825
Financial Advocates Investment Management
Washington
$368K -$88.1K -1,174 -19%

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.