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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
RIM
2226
RW Investment Management
Idaho
$206K
SO
2227
Sierra Ocean
California
$205K +$13.4K +178 +7%
HFS
2228
Howard Financial Services
Texas
$205K +$214K +2,852 New
OAS
2229
Optivise Advisory Services
Tennessee
$205K -$15.7K -209 -7%
MFF
2230
Michels Family Financial
Texas
$204K +$213K +2,837 New
NLP
2231
Next Level Private
New York
$204K +$213K +2,837 New
LMKC
2232
L.M. Kohn & Company
Ohio
$204K +$213K +2,836 New
SCA
2233
Sandy Cove Advisors
Massachusetts
$203K +$213K +2,833 New
RB
2234
Rodgers Brothers
Pennsylvania
$203K +$212K +2,825 New
TFA
2235
Tobias Financial Advisors
Florida
$202K +$212K +2,820 New
PIA
2236
Powell Investment Advisors
Florida
$202K
MWM
2237
MGB Wealth Management
Texas
$202K +$212K +2,819 New
RIS
2238
Richmond Investment Services
Wisconsin
$201K +$211K +2,804 New
ERWM
2239
Elk River Wealth Management
Colorado
$201K +$210K +2,800 New
EFG
2240
Ethos Financial Group
Pennsylvania
$201K +$36.3K +484 +20%
WA
2241
WBH Advisory
Maryland
$201K +$210K +2,800 New
IAS
2242
Investment Advisory Services
Texas
$201K +$210K +2,800 New
WPA
2243
West Paces Advisors
Georgia
$201K
JC
2244
JB Capital
Connecticut
$200K +$210K +2,791 New
GWM
2245
GDS Wealth Management
Texas
$200K -$14.4K -192 -6%
IWN
2246
Independent Wealth Network
Iowa
$200K -$7.96K -106 -4%
FFC
2247
Frederick Financial Consultants
Maryland
$200K +$209K +2,786 New
BIA
2248
Bell Investment Advisors
California
$200K -$21.9K -292 -9%
PSFG
2249
Park Square Financial Group
Georgia
$199K -$2.03K -27 -1%
UCB
2250
United Community Bank
South Carolina
$198K -$72.1K -960 -26%

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.