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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
AAP
1926
Arax Advisory Partners
Colorado
$320K -$71.4K -951 -18%
BMCM
1927
Bryn Mawr Capital Management
Pennsylvania
$320K +$44.9K +598 +16%
JWWM
1928
Johnson & White Wealth Management
Pennsylvania
$319K +$75 +1 +0%
EA
1929
Evolution Advisers
Virginia
$318K -$27.8K -370 -8%
FAB
1930
First American Bank
Illinois
$317K +$14K +187 +4%
IWA
1931
Integrity Wealth Advisors
California
$317K -$53.5K -713 -14%
KLWA
1932
Kelly Lawrence W & Associates
California
$316K
PC
1933
Prairiewood Capital
North Dakota
$316K
IP
1934
Ignite Planners
California
$316K +$61.3K +816 +23%
CC
1935
Centiva Capital
New York
$315K -$526K -7,010 -61%
MWM
1936
Maripau Wealth Management
Indiana
$315K -$3.53K -47 -1%
TVM
1937
True Vision MN
Minnesota
$315K +$329K +4,387 New
GWMR
1938
GC Wealth Management RIA
Massachusetts
$315K +$11.4K +152 +4%
VDI
1939
Vaughan David Investments
Illinois
$314K +$25.2K +336 +8%
CM
1940
Capula Management
Cayman Islands
$314K +$214K +2,850 +188%
TSWM
1941
Tyler-Stone Wealth Management
Ohio
$313K +$20.4K +272 +7%
IC
1942
Inscription Capital
Texas
$312K +$405K +5,390 New
CWM
1943
Chesapeake Wealth Management
Virginia
$312K
NCM
1944
Novare Capital Management
North Carolina
$311K +$70K +933 +27%
ADL
1945
Asset Dedication LLC
California
$310K -$16.5K -220 -5%
ACP
1946
Aviance Capital Partners
Florida
$310K -$90.1K -1,200 -22%
PFA
1947
Professional Financial Advisors
Nebraska
$309K +$1.5K +20 +0.5%
AWM
1948
Ameliora Wealth Management
Switzerland
$308K -$53K -706 -14%
IA
1949
IFG Advisors
Missouri
$307K +$75 +1 +0%
CCIA
1950
Cherry Creek Investment Advisors
Colorado
$307K +$901 +12 +0.3%

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.