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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
CCA
2026
Cooper Capital Advisors
California
$278K -$10.9K -145 -4%
GWMI
2027
Guardian Wealth Management (Illinois)
Illinois
$277K +$450 +6 +0.2%
OWA
2028
Octavia Wealth Advisors
Ohio
$276K -$14.2K -189 -5%
FSA
2029
Financial Security Advisor
Virginia
$276K +$7.21K +96 +3%
PBF
2030
Petix & Botte Financial
California
$275K
CCA
2031
Cottonwood Capital Advisors
Utah
$275K +$150 +2 +0.1%
UWM
2032
United Wealth Management
Virginia
$274K -$73.6K -980 -20%
FNWA
2033
Financial Network Wealth Advisors
Utah
$274K +$35.8K +477 +14%
DO
2034
denkapparat Operations
Germany
$274K -$712K -9,488 -71%
CWA
2035
Centennial Wealth Advisory
Michigan
$273K +$21K +280 +8%
ABLA
2036
Alan B. Lancz & Associates
Ohio
$273K -$75.1K -1,000 -21%
HWM
2037
HRC Wealth Management
Idaho
$273K +$826 +11 +0.3%
BC
2038
Brio Consultants
California
$273K +$2.03K +27 +0.7%
NCTC
2039
New Covenant Trust Company
Indiana
$272K -$23.8K -317 -8%
CAI
2040
Capital Advisors Inc
Oklahoma
$272K +$46.1K +614 +19%
WCFA
2041
Walkner Condon Financial Advisors
Wisconsin
$271K +$20.3K +271 +8%
VFG
2042
Victory Financial Group
Texas
$271K +$62.4K +831 +28%
PCM
2043
Penserra Capital Management
California
$271K -$667K -8,886 -70%
GSF
2044
Grove Street Fiduciary
New Hampshire
$270K
SI
2045
Seeds Investor
New York
$270K -$49.5K -659 -15%
AWA
2046
Acorn Wealth Advisors
Michigan
$270K -$15.8K -210 -5%
ACA
2047
Affinity Capital Advisors
California
$269K +$11K +147 +4%
OWA
2048
Outlook Wealth Advisors
Texas
$269K +$3.75K +50 +1%
ATS
2049
Ashton Thomas Securities
New York
$268K +$3.9K +52 +1%
CMAI
2050
Capital Management Associates Inc
Minnesota
$266K +$10.2K +136 +4%

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.