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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
FMTC
1826
Farmers & Merchants Trust Company
California
$367K
MAG
1827
Mokosak Advisory Group
Iowa
$367K +$1.8K +24 +0.5%
GWWM
1828
Great Waters Wealth Management
Minnesota
$367K -$136K -1,809 -26%
VWA
1829
VSM Wealth Advisory
Maryland
$367K -$75.1K -1,000 -16%
WPP
1830
Whalerock Point Partners
Rhode Island
$367K
BWA
1831
Burt Wealth Advisors
Maryland
$366K
FHC
1832
First Heartland Consultants
Missouri
$366K +$95.3K +1,270 +33%
BHIA
1833
Birch Hill Investment Advisors
Massachusetts
$365K -$3.98K -53 -1%
GSWM
1834
Golden State Wealth Management
California
$364K -$7.28K -97 -2%
FFP
1835
FourThought Financial Partners
Florida
$364K -$19.4K -258 -5%
FC
1836
Forte Capital
New York
$364K +$37.5K +499 +11%
EL
1837
EWA LLC
Pennsylvania
$363K +$45.6K +608 +14%
APM
1838
Advanced Portfolio Management
New York
$362K +$379K +5,046 New
TF
1839
Tompkins Financial
New York
$362K +$8.41K +112 +2%
CS
1840
Candriam SCA
Luxembourg
$362K -$74.5K -992 -16%
TLFA
1841
True Link Financial Advisors
California
$362K +$378K +5,039 New
WH
1842
Willner & Heller
California
$361K +$1.88K +25 +0.5%
MJP
1843
Michael J. Puzo
$359K
RL
1844
Ruffer LLP
United Kingdom
$359K
QFA
1845
Quantum Financial Advisors
California
$359K +$450 +6 +0.1%
SHGA
1846
Sand Hill Global Advisors
California
$358K -$91.1K -1,214 -20%
BBW
1847
Blue Barn Wealth
Utah
$358K -$5.03K -67 -1%
WA
1848
WealthTrust Axiom
Pennsylvania
$358K +$56.3K +750 +18%
NFP
1849
Narus Financial Partners
Utah
$358K +$16K +213 +4%
WAM
1850
Walker Asset Management
Missouri
$358K +$1.73K +23 +0.5%

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.