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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
BWA
2126
Bordeaux Wealth Advisors
California
$236K -$19.7K -263 -7%
LA
2127
Lifeworks Advisors
Michigan
$236K -$33.1K -441 -12%
BW
2128
BXM Wealth
Colorado
$235K
WWM
2129
WT Wealth Management
Arizona
$235K +$246K +3,276 New
AWA
2130
Aletheian Wealth Advisors
Washington
$235K -$2.4K -32 -1%
HC
2131
Hara Capital
Washington
$235K -$286K -3,815 -54%
PSP
2132
Pacific Sage Partners
Washington
$235K +$150 +2 +0.1%
BWS
2133
Buck Wealth Strategies
Colorado
$235K +$245K +3,269 New
PCMC
2134
Paragon Capital Management (Colorado)
Colorado
$234K
BIG
2135
Builder Investment Group
Georgia
$233K
ETS
2136
ESL Trust Services
New York
$233K
IWP
2137
Invenio Wealth Partners
Florida
$233K -$40.2K -535 -14%
RC
2138
Rovin Capital
Arizona
$233K
WDG
2139
Wealth Dimensions Group
Ohio
$233K +$18.5K +246 +8%
HPM
2140
Hoxton Planning & Management
West Virginia
$232K +$16.1K +214 +7%
CFA
2141
Capstone Financial Advisors
Illinois
$232K
GFG
2142
Goldstone Financial Group
Illinois
$231K +$75 +1 +0%
WP
2143
WealthPLAN Partners
Nebraska
$231K +$2.03K +27 +0.8%
IAG
2144
Investment Advisory Group
Massachusetts
$230K +$75 +1 +0%
HL
2145
HeadInvest LLC
Maine
$230K +$22.5K +300 +10%
CIA
2146
Caledonia Investments (Australia)
Australia
$230K
RFP
2147
Root Financial Partners
California
$230K -$4.13K -55 -2%
BAM
2148
Brave Asset Management
New Jersey
$229K
CSB
2149
City State Bank
Iowa
$228K -$15K -200 -6%
SOW
2150
State of Wyoming
Wyoming
$228K +$239K +3,177 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.