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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
WG
2076
Wealth Group
North Carolina
$255K -$29.5K -393 -10%
WAL
2077
W Advisors LLC
Tennessee
$253K +$265K +3,531 New
MWA
2078
Motive Wealth Advisors
Michigan
$253K +$6.98K +93 +3%
LWA
2079
Lifelong Wealth Advisors
Minnesota
$253K +$265K +3,526 New
LF
2080
LifePlan Financial
Minnesota
$253K -$82.3K -1,096 -24%
T
2081
TOBAM
France
$252K -$503K -6,703 -66%
OPWM
2082
Oregon Pacific Wealth Management
Oregon
$252K +$16.1K +214 +7%
CIS
2083
Custom Index Systems
New York
$251K
AWM
2084
Ariadne Wealth Management
California
$251K -$102K -1,361 -28%
FIB
2085
First Interstate Bank
Montana
$250K -$17K -227 -6%
ALA
2086
Atlas Legacy Advisors
California
$250K
MWM
2087
McMill Wealth Management
Nebraska
$250K +$2.25K +30 +0.9%
TTWM
2088
TCV Trust & Wealth Management
Virginia
$250K
NG
2089
Northstar Group
New York
$249K
SFC
2090
Sprinkle Financial Consultants
Colorado
$249K
JWM
2091
JGP Wealth Management
Oregon
$249K -$4.88K -65 -2%
LSWP
2092
Liberty Square Wealth Partners
Pennsylvania
$249K
PAG
2093
Powers Advisory Group
Illinois
$248K +$826 +11 +0.3%
LWM
2094
Lionshead Wealth Management
New York
$248K -$751 -10 -0.3%
ANB
2095
Amarillo National Bank
Texas
$248K
USWIA
2096
UP Strategic Wealth Investment Advisors
Pennsylvania
$247K +$258K +3,441 New
TFIPS
2097
Towarzystwo Funduszy Inwestycyjnych PZU SA
$247K -$3.75K -50 -1%
PS
2098
Planned Solutions
California
$247K +$22.5K +300 +10%
BBA
2099
Braun-Bostich & Associates
Pennsylvania
$247K -$4.43K -59 -2%
PWM
2100
Power Wealth Management
Georgia
$247K -$59.5K -792 -19%

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.