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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
CAWM
2101
Capital Advisors Wealth Management
Washington
$246K +$375 +5 +0.1%
B
2102
BetterWealth
California
$246K +$7.73K +103 +3%
CWA
2103
Consilio Wealth Advisors
Washington
$245K +$15K +200 +6%
FHA
2104
Flagship Harbor Advisors
Massachusetts
$244K +$4.5K +60 +2%
SIC
2105
SFE Investment Counsel
California
$244K
HIIFS
2106
Harel Insurance Investments & Financial Services
Israel
$244K +$255K +3,400 New
NJBEST
2107
New Jersey Better Educational Savings Trust
New Jersey
$244K
SFS
2108
Strategic Financial Services
New York
$244K +$24.9K +332 +11%
RA
2109
Rise Advisors
New York
$242K +$3.9K +52 +2%
CAM
2110
Claret Asset Management
Quebec, Canada
$242K -$2.78K -37 -1%
CF
2111
Convergence Financial
Missouri
$242K +$25.8K +344 +11%
SWRP
2112
Summit Wealth & Retirement Planning
California
$241K +$10.4K +139 +4%
UBG
2113
United Bank (Georgia)
Georgia
$241K +$75 +1 +0%
CBB
2114
Citizens Business Bank
California
$240K +$251K +3,344 New
BPAMU
2115
BTG Pactual Asset Management US
New York
$239K -$4.8M -63,947 -95%
CPCP
2116
Cedar Point Capital Partners
Iowa
$239K
CAL
2117
Capital Advisors Ltd
Ohio
$239K -$150 -2 -0.1%
FWM
2118
Finer Wealth Management
Massachusetts
$239K -$4.2K -56 -2%
GHA
2119
Granite Harbor Advisors
Texas
$239K +$7.66K +102 +3%
DOA
2120
D'Orazio & Associates
Virginia
$238K +$249K +3,320 New
BSB
2121
Bangor Savings Bank
Maine
$238K -$300 -4 -0.1%
BFA
2122
Buttonwood Financial Advisors
Maryland
$238K -$5.78K -77 -2%
WCM
2123
Washington Capital Management
Washington
$237K
HWMG
2124
Hurlow Wealth Management Group
Indiana
$236K -$10.1K -135 -4%
TWP
2125
Tempus Wealth Planning
California
$236K

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.