We are live on ! Find out more
WFC icon

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
MFA
1851
Mayflower Financial Advisors
Massachusetts
$357K -$38.5K -513 -9%
KWM
1852
Keebeck Wealth Management
Illinois
$356K +$36.3K +483 +11%
FCMT
1853
Founders Capital Management (Texas)
Texas
$355K
CD
1854
Chapin Davis
Maryland
$355K -$7.66K -102 -2%
FAM
1855
Formidable Asset Management
Ohio
$354K -$14.9K -198 -4%
CBT
1856
CoreFirst Bank & Trust
Kansas
$354K
KOC
1857
Koss-Olinger Consulting
Florida
$353K -$2.3M -30,618 -86%
CCM
1858
Check Capital Management
California
$353K
SFC
1859
SYM Financial Corp
Indiana
$352K +$23.4K +311 +7%
UWPG
1860
Ullmann Wealth Partners Group
Florida
$352K -$38.4K -512 -9%
SGCA
1861
Steel Grove Capital Advisors
Tennessee
$351K
4WM
1862
49 Wealth Management
Texas
$350K +$81K +1,079 +28%
PMFA
1863
Plante Moran Financial Advisors
Michigan
$349K -$12.8K -171 -3%
YDMI
1864
Y.D. More Investments
Israel
$349K +$33.7K +449 +10%
IA
1865
Inspire Advisors
Idaho
$349K +$300 +4 +0.1%
BDF
1866
Black Diamond Financial
Maryland
$349K +$3.15K +42 +0.9%
KNW
1867
Kesler Norman & Wride
Utah
$349K -$53.2K -708 -13%
SIC
1868
Samalin Investment Counsel
New York
$348K +$26.6K +354 +8%
JWM
1869
Jacksonville Wealth Management
Florida
$348K +$364K +4,850 New
AIA
1870
Accelerate Investment Advisors
California
$348K +$150 +2 +0%
MWM
1871
MinichMacGregor Wealth Management
New York
$348K
SP
1872
Successful Portfolios
Florida
$348K -$1.8K -24 -0.5%
BFP
1873
Brewster Financial Planning
New York
$346K +$1.65K +22 +0.5%
EFL
1874
ERn Financial LLC
Wisconsin
$346K -$5.03K -67 -1%
GA
1875
GFS Advisors
Texas
$345K -$10.2K -136 -3%

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.