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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
GFPC
2276
Global Financial Private Client
Florida
$152K +$6.76K +90 +4%
CCA
2277
Catalyst Capital Advisors
New York
$151K +$49.2K +655 +45%
NC
2278
NewSquare Capital
Pennsylvania
$148K +$50.8K +676 +49%
OAJ
2279
Ogorek Anthony Joseph
New York
$147K +$143K +1,909 +1,344%
BTC
2280
Bank & Trust Company
Illinois
$146K
SR
2281
Syntax Research
Florida
$146K
PA
2282
PSI Advisors
Florida
$144K -$11.1K -148 -7%
TC
2283
Trust Company
Kansas
$144K
CWC
2284
Carolinas Wealth Consulting
North Carolina
$144K -$6.31K -84 -4%
FWA
2285
Flagship Wealth Advisors
Massachusetts
$144K -$14.3K -191 -9%
CCMI
2286
Creative Capital Management Investments
California
$144K
SOAMC
2287
Spirit of America Management Corp
New York
$144K
OCM
2288
Osterweis Capital Management
California
$143K -$57.1K -760 -28%
BFPW
2289
BOK Financial Private Wealth
Colorado
$139K -$5.33K -71 -4%
GS
2290
Gagnon Securities
New York
$138K -$84.9K -1,131 -37%
JEST
2291
JTC Employer Solutions Trustee
Jersey
$137K
NCM
2292
Northwest Capital Management
Oregon
$137K
ME
2293
McIlrath & Eck
Washington
$136K +$225 +3 +0.2%
OAM
2294
Ostrum Asset Management
France
$136K -$3.75K -50 -3%
GEA
2295
Glen Eagle Advisors
New Jersey
$135K
CHC
2296
City Holding Co
West Virginia
$133K +$29.3K +390 +27%
CCAM
2297
Cascades Capital Asset Management
North Carolina
$131K +$137K +1,825 New
HWA
2298
Heritage Wealth Advisors
Virginia
$130K
CJH
2299
Christopher J. Hasenberg
Wisconsin
$129K
EPIME
2300
Evelyn Partners Investment Management (Europe)
$128K

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.