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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
GJIA
2301
Glass Jacobson Investment Advisors
Maryland
$126K
HDIM
2302
Hanson & Doremus Investment Management
Vermont
$126K +$103K +1,366 +355%
KFI
2303
Key Financial Inc
Pennsylvania
$126K
SAM
2304
Sherman Asset Management
California
$124K
ATC
2305
Adirondack Trust Company
New York
$123K
RTC
2306
Riverview Trust Company
Washington
$123K -$5.86K -78 -4%
FCT
2307
First Community Trust
Iowa
$122K
FUBT
2308
First United Bank & Trust
Maryland
$122K -$1.88K -25 -1%
PWM
2309
Proathlete Wealth Management
Florida
$121K +$126K +1,681 New
RL
2310
Rogco LP
Oklahoma
$120K
FAM
2311
Flaharty Asset Management
Florida
$119K +$124K +1,657 New
LAMC
2312
Longview Asset Management (California)
California
$119K
BHWM
2313
Bay Harbor Wealth Management
Maryland
$117K +$4.28K +57 +4%
PWMG
2314
Prestige Wealth Management Group
New Jersey
$115K
CWM
2315
Cranbrook Wealth Management
Michigan
$111K +$9.31K +124 +9%
HCM
2316
Hollencrest Capital Management
California
$111K -$32.2K -429 -22%
C
2317
Covestor
United Kingdom
$111K -$82.7K -1,101 -42%
GWP
2318
Gen-Wealth Partners
Michigan
$111K -$12.1K -161 -9%
AA
2319
Addison Advisors
Vermont
$111K -$2.85K -38 -2%
RMP
2320
Richards, Merrill & Peterson
Washington
$110K
OP
2321
ORG Partners
Indiana
$110K +$20K +266 +21%
SWIM
2322
Smallwood Wealth Investment Management
New Jersey
$109K +$114K +1,513 New
ANBT
2323
American National Bank & Trust
Texas
$107K
BCMLT
2324
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K +$450 +6 +0.4%
TFGT
2325
TS Financial Group (TSFG)
Illinois
$106K +$110K +1,471 New

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.