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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
CCB
1876
Cutter & Co Brokerage
Missouri
$345K -$4.8K -64 -1%
S
1877
Sachetta
Massachusetts
$344K -$1.88K -25 -0.5%
LWL
1878
Leo Wealth LLC
Texas
$344K +$3.45K +46 +1%
SL
1879
Sentinus LLC
Illinois
$344K +$32.6K +434 +10%
DWM
1880
Destination Wealth Management
California
$344K -$311K -4,145 -46%
TW
1881
Traveka Wealth
California
$343K -$8.56K -114 -2%
AIM
1882
Avity Investment Management
Connecticut
$343K +$93.8K +1,250 +35%
NWWA
1883
New Wave Wealth Advisors
Arkansas
$342K -$147K -1,953 -29%
PVI
1884
Pine Valley Investments
New Jersey
$342K -$31.8K -424 -8%
HKIM
1885
Hayek Kallen Investment Management
Alabama
$342K
GAM
1886
Gould Asset Management
California
$342K
RWP
1887
Revolve Wealth Partners
New Jersey
$341K +$27.1K +361 +8%
BMWS
1888
Brady Martz Wealth Solutions
North Dakota
$340K +$901 +12 +0.3%
ORC
1889
O'Rourke & Company
Massachusetts
$339K +$225 +3 +0.1%
OHWA
1890
Oak Hill Wealth Advisors
Virginia
$339K
HIS
1891
Harvest Investment Services
Illinois
$338K -$3K -40 -0.8%
LG
1892
Leuthold Group
Minnesota
$338K -$15.2K -202 -4%
NED
1893
Nancy E. Dempze
$337K -$45.2K -602 -11%
BWG
1894
Beta Wealth Group
California
$337K +$353K +4,700 New
SIMG
1895
Sonora Investment Management Group
Arizona
$337K +$73.1K +973 +26%
WPW
1896
Waldron Private Wealth
Pennsylvania
$335K -$719K -9,577 -67%
MCWS
1897
McKinley Carter Wealth Services
West Virginia
$335K +$68.1K +907 +24%
BCM
1898
Buckhead Capital Management
Georgia
$335K -$1.88K -25 -0.5%
AIA
1899
Alternative Investment Advisors
Florida
$334K +$150 +2 +0%
FWTB
1900
First Western Trust Bank
Colorado
$333K -$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.