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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
GJWM
1901
Gilliland Jeter Wealth Management
Arkansas
$333K
CWA
1902
Cornerstone Wealth Advisors
Minnesota
$333K -$9.38K -125 -3%
FFG
1903
First Financial Group
North Carolina
$331K -$7.13K -95 -2%
CPWA
1904
Cerro Pacific Wealth Advisors
California
$330K -$7.81K -104 -2%
Cohen & Steers
1905
Cohen & Steers
New York
$330K +$345K +4,600 New
BGAI
1906
Bruce G. Allen Investments
Colorado
$329K -$43.8K -583 -11%
QFW
1907
QTR Family Wealth
Florida
$329K +$344K +4,580 New
TWA
1908
Talisman Wealth Advisors
New Jersey
$328K +$3.98K +53 +1%
CWM
1909
Concentrum Wealth Management
California
$327K +$29.7K +396 +10%
PSC
1910
Prentiss Smith & Co
Vermont
$327K
WAAG
1911
Wealth Alliance Advisory Group
Kansas
$327K
ACP
1912
Argyle Capital Partners
California
$326K -$25.5K -339 -7%
MPM
1913
MBB Public Markets
Illinois
$326K +$341K +4,541 New
IIA
1914
Integral Investment Advisors
California
$326K -$268K -3,572 -44%
ARC
1915
Advisor Resource Council
Texas
$326K +$341K +4,536 New
CWMK
1916
Caliber Wealth Management (Kansas)
Kansas
$324K +$339K +4,518 New
CSC
1917
Caldwell Sutter Capital
California
$324K -$10.4K -138 -3%
SP
1918
Stonebrook Private
Michigan
$323K +$34.7K +462 +11%
GITFIT
1919
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$323K -$251K -3,337 -43%
JSSH
1920
J. Safra Sarasin Holding
$323K +$66.5K +886 +25%
CAS
1921
CTC Alternative Strategies
Illinois
$323K +$338K +4,500 New
BFA
1922
Bill Few Associates
Pennsylvania
$322K
BHWM
1923
Bar Harbor Wealth Management
New Hampshire
$322K -$6.08K -81 -2%
CS
1924
Capital Square
Tennessee
$321K
SEP
1925
Southland Equity Partners
Missouri
$320K +$9.98K +133 +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.