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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
CGH
2201
CMG Global Holdings
Texas
$214K -$46.7K -622 -17%
BL
2202
Balentine LLC
Georgia
$214K -$20K -266 -8%
CAM
2203
CPA Asset Management
Florida
$214K
RFN
2204
RDA Financial Network
Iowa
$214K -$54.7K -729 -20%
API
2205
Asset Planning Inc
California
$213K +$1.05K +14 +0.5%
FM
2206
Foster & Motley
Ohio
$213K -$11.9K -159 -5%
BWM
2207
BNC Wealth Management
Oregon
$213K
FCA
2208
FLC Capital Advisors
California
$213K
CWM
2209
Challenger Wealth Management
California
$212K +$222K +2,955 New
ZF
2210
Zhang Financial
Michigan
$212K -$187K -2,492 -46%
FA
2211
FDx Advisors
Illinois
$212K -$48K -639 -18%
HFRG
2212
Houlihan Financial Resource Group
Virginia
$212K -$4.5K -60 -2%
UFA
2213
Uptown Financial Advisors
Texas
$211K
AT
2214
American Trust
Kentucky
$211K -$12.7K -169 -5%
SSC
2215
Syverson Strege & Co
Iowa
$210K -$1.5K -20 -0.7%
AP
2216
Atwood & Palmer
Missouri
$210K -$113K -1,500 -34%
BW
2217
Blalock Williams
Alabama
$210K +$219K +2,923 New
VBA
2218
von Borstel & Associates
Oregon
$209K -$2.4K -32 -1%
SFG
2219
Sovereign Financial Group
Connecticut
$209K -$6.16K -82 -3%
EIA
2220
Edgemoor Investment Advisors
Maryland
$208K
HIM
2221
Hanlon Investment Management
New Jersey
$208K -$26K -346 -11%
KL
2222
KWMG LLC
Kansas
$208K +$225 +3 +0.1%
TA
2223
TFB Advisors
Kansas
$207K -$12.2K -163 -5%
SCA
2224
Scott Capital Advisors
Oregon
$207K
IW
2225
Instrumental Wealth
Florida
$207K -$3.68K -49 -2%

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.