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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
WAS
2251
Winch Advisory Services
Wisconsin
$198K +$901 +12 +0.4%
CIR
2252
Clear Investment Research
Georgia
$196K
MHR
2253
Matthew Hamilton Rosenberg
$193K
OCM
2254
Orion Capital Management
California
$191K +$162K +2,156 +431%
SVCP
2255
Silicon Valley Capital Partners
California
$189K +$114K +1,512 +130%
NMG
2256
New Millennium Group
Utah
$188K -$375 -5 -0.2%
Group One Trading
2257
Group One Trading
Illinois
$187K -$29.7M -396,135 -99%
MTIC
2258
Missouri Trust & Investment Company
Missouri
$187K
PH
2259
Pinnacle Holdings
Oklahoma
$185K -$2.85K -38 -1%
CFS
2260
Compass Financial Services
Iowa
$181K +$64.8K +863 +52%
CFD
2261
Creative Financial Designs
Indiana
$181K -$23.4K -311 -11%
HWM
2262
Hemington Wealth Management
Virginia
$180K +$11.7K +156 +7%
ACA
2263
American Capital Advisory
Idaho
$179K -$26.8K -357 -13%
CB
2264
CNB Bank
Pennsylvania
$178K -$5.71K -76 -3%
TSMHT
2265
Thurston Springer Miller Herd & Titak
Indiana
$175K -$92K -1,226 -33%
CBT
2266
Crews Bank & Trust
Florida
$175K
PAG
2267
Paladin Advisory Group
Iowa
$173K -$150 -2 -0.1%
SFGP
2268
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$169K +$34.8K +463 +24%
DIP
2269
DT Investment Partners
Pennsylvania
$163K
GCM
2270
Gables Capital Management
Florida
$158K
JGIA
2271
Jackson Grant Investment Advisers
Connecticut
$158K
AAG
2272
Armstrong Advisory Group
Massachusetts
$157K
AWM
2273
Abound Wealth Management
Tennessee
$157K +$31.8K +423 +24%
A
2274
AlphaQuest
New York
$155K +$162K +2,162 New
AIM
2275
Acropolis Investment Management
Missouri
$153K +$2.1K +28 +1%

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.