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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
BOH
2151
Bank of Hawaii
Hawaii
$227K -$59.3K -790 -20%
FWM
2152
Forza Wealth Management
Florida
$227K
CAM
2153
Cozad Asset Management
Illinois
$227K -$54.3K -723 -19%
BIM
2154
Baldwin Investment Management
Pennsylvania
$227K +$375 +5 +0.2%
MCCA
2155
Mill Creek Capital Advisors
Pennsylvania
$227K +$4.66K +62 +2%
WFPG
2156
Waller Financial Planning Group
Ohio
$226K +$237K +3,151 New
IF
2157
Ironwood Financial
Arizona
$225K
NB
2158
Northwest Bancshares
Pennsylvania
$225K
SPF
2159
South Plains Financial
Texas
$225K -$67.5K -899 -22%
PA
2160
PharVision Advisers
Florida
$225K -$252K -3,358 -52%
ANC
2161
Ames National Corp
Iowa
$225K +$10.1K +135 +5%
BFA
2162
Beaumont Financial Advisors
Massachusetts
$225K +$13.1K +174 +6%
HFAS
2163
Hummer Financial Advisory Services
Illinois
$224K
EFG
2164
Embree Financial Group
Illinois
$224K +$235K +3,125 New
SCG
2165
Sonata Capital Group
Washington
$224K
CWA
2166
CM Wealth Advisors
Ohio
$223K
KOMWMG
2167
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$223K +$1.2K +16 +0.5%
AFA
2168
AA Financial Advisors
Ohio
$223K -$209K -2,788 -47%
JWM
2169
Jessup Wealth Management
Ohio
$223K -$6.61K -88 -3%
WFA
2170
West Financial Advisors
Iowa
$223K +$375 +5 +0.2%
GPW
2171
Genesis Private Wealth
Virginia
$222K +$232K +3,094 New
AWC
2172
Abundance Wealth Counselors
Pennsylvania
$222K +$232K +3,093 New
SFG
2173
Sunburst Financial Group
Alabama
$222K -$12.5K -166 -5%
NCMW
2174
Northern Capital Management (Washington)
Washington
$221K
BWP
2175
BSW Wealth Partners
Colorado
$221K -$14K -186 -6%

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.