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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
HIM
2001
Hillsdale Investment Management
Ontario, Canada
$287K +$191K +2,540 +174%
EP
2002
EPIQ Partners
Minnesota
$287K
UBV
2003
United Bank (Virginia)
Virginia
$287K
HA
2004
HC Advisors
Georgia
$287K -$63.7K -849 -18%
CAL
2005
Capital Analysts LLC
Pennsylvania
$287K +$300 +4 +0.1%
OFW
2006
Omnia Family Wealth
Florida
$286K +$299K +3,989 New
ICP
2007
Impact Capital Partners
Colorado
$285K +$18.9K +252 +7%
AF
2008
Apexium Financial
Texas
$284K -$674K -8,976 -69%
HWMO
2009
Heritage Wealth Management (Ohio)
Ohio
$284K
TW
2010
Towerpoint Wealth
California
$283K
EIG
2011
Ellenbecker Investment Group
Wisconsin
$283K +$1.43K +19 +0.5%
BWMG
2012
Barnes Wealth Management Group
California
$283K +$296K +3,944 New
TWA
2013
TCI Wealth Advisors
Arizona
$283K -$38.1K -507 -11%
RIA
2014
Regal Investment Advisors
Michigan
$282K -$11.2K -149 -4%
GKIM
2015
GW&K Investment Management
Massachusetts
$282K -$38.7K -515 -12%
CCAL
2016
City Center Advisors LLC
Michigan
$282K +$6.16K +82 +2%
DCM
2017
Donaldson Capital Management
Indiana
$281K +$294K +3,919 New
PCMN
2018
Paradigm Capital Management (Nevada)
Nevada
$281K
FA
2019
Fedenia Advisers
Wisconsin
$280K +$293K +3,897 New
CTA
2020
Colonial Trust Advisors
South Carolina
$279K +$5.63K +75 +2%
CFS
2021
CRA Financial Services
New Jersey
$278K +$72.2K +962 +33%
TNBTD
2022
Trustmark National Bank Trust Department
Mississippi
$278K +$12.8K +170 +5%
VC
2023
Vicus Capital
Pennsylvania
$278K -$66.4K -884 -19%
XSC
2024
X-Square Capital
Puerto Rico
$278K +$676 +9 +0.2%
SWA
2025
Sax Wealth Advisors
New Jersey
$278K +$290K +3,869 New

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.