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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
WAM
1951
Weinberger Asset Management
California
$307K -$10.5K -140 -3%
TI
1952
tru Independence
Oregon
$306K +$22.6K +301 +8%
AWM
1953
Arista Wealth Management
Nevada
$306K
SIG
1954
Sargent Investment Group
Maryland
$305K +$41.4K +551 +15%
VV
1955
Verity & Verity
South Carolina
$304K -$48.4K -645 -13%
FOA
1956
Five Oceans Advisors
California
$304K +$42.6K +567 +15%
PCH
1957
PGIM Custom Harvest
New Jersey
$303K +$10.7K +142 +3%
KFS
1958
Keynote Financial Services
Connecticut
$303K -$4.88K -65 -2%
CPC
1959
Consolidated Planning Corp
Georgia
$302K +$7.51K +100 +2%
SIA
1960
SGL Investment Advisors
Montana
$302K +$42.2K +562 +16%
RBC
1961
Romano Brothers & Co
Illinois
$302K
PCA
1962
Prosperity Capital Advisors
Ohio
$301K +$36.2K +482 +13%
LFA
1963
Laraway Financial Advisors
Minnesota
$300K -$18.7K -249 -6%
SFC
1964
Strategic Financial Concepts
Texas
$300K +$313K +4,174 New
WMA
1965
West Michigan Advisors
Michigan
$299K -$12.7K -169 -4%
PWG
1966
Private Wealth Group
Florida
$299K +$4.36K +58 +1%
CAG
1967
Centerpoint Advisory Group
Kansas
$299K
FA
1968
Fountainhead AM
New Jersey
$299K +$55K +733 +21%
TPA
1969
Trivium Point Advisory
Connecticut
$298K +$43.8K +584 +16%
CWM
1970
CarsonAllaria Wealth Management
Illinois
$298K -$5.93K -79 -2%
EIP
1971
Ellis Investment Partners
Pennsylvania
$298K -$4.58K -61 -1%
LWCFA
1972
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$298K -$3.15K -42 -0.9%
THL
1973
Tillman Hartley LLC
Colorado
$298K
SWM
1974
Stockman Wealth Management
Montana
$297K +$5.56K +74 +2%
GCA
1975
Gradient Capital Advisors
California
$297K +$1.05K +14 +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.