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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
1L
2051
10Elms LLP
Oklahoma
$266K +$82.6K +1,100 +42%
ACM
2052
Ayrshire Capital Management
Connecticut
$266K -$210K -2,800 -43%
S
2053
Sunpointe
Missouri
$265K -$80.3K -1,070 -22%
WI
2054
Wedgewood Investors
Pennsylvania
$264K
MCWA
2055
Meadow Creek Wealth Advisors
Georgia
$264K -$676 -9 -0.2%
WMP
2056
Wealth Management Partners
Arizona
$264K -$228K -3,037 -45%
W
2057
Wealthquest
Ohio
$264K -$4.5K -60 -2%
COFSG
2058
Carbahal Olsen Financial Services Group
California
$263K -$49.6K -660 -15%
EWM
2059
Endowment Wealth Management
Wisconsin
$263K +$3K +40 +1%
MAG
2060
MRA Advisory Group
New Jersey
$262K +$39.8K +530 +17%
JWS
2061
Juncture Wealth Strategies
Arizona
$262K
SWM
2062
Seed Wealth Management
Illinois
$262K
AI
2063
AXS Investments
New York
$261K -$11.9K -159 -4%
BFA
2064
Beacon Financial Advisory
Ohio
$261K +$3.75K +50 +1%
BFO
2065
Boston Family Office
Massachusetts
$260K
GWSG
2066
GPS Wealth Strategies Group
Colorado
$260K -$66.7K -889 -20%
EWS
2067
Eagle Wealth Strategies
New Jersey
$260K +$526 +7 +0.2%
MFS
2068
Madrona Financial Services
Washington
$260K -$3.75K -50 -1%
MPW
2069
Monterey Private Wealth
California
$258K -$88.2K -1,175 -25%
SF
2070
SWP Financial
California
$258K
VSQM
2071
V-Square Quantitative Management
Illinois
$258K +$2.7K +36 +1%
GG
2072
Greenwood Gearhart
Arkansas
$258K -$20.3K -271 -7%
CTWM
2073
Cherry Tree Wealth Management
Minnesota
$257K +$9.01K +120 +3%
MCA
2074
Magnolia Capital Advisors
Mississippi
$256K -$14.7K -196 -5%
CCG
2075
Catalina Capital Group
California
$255K -$534K -7,115 -67%

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.