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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
CA
2326
Centerpoint Advisors
Massachusetts
$105K
RF
2327
Rossby Financial
Florida
$103K +$111K +1,484 New
UIA
2328
Ulland Investment Advisors
Minnesota
$103K
SIC
2329
SJS Investment Consulting
Ohio
$102K +$225 +3 +0.2%
MMCM
2330
Murphy & Mullick Capital Management
New York
$101K +$3.98K +53 +4%
CB
2331
Community Bank
New York
$101K
SA
2332
SRH Advisors
Kansas
$101K
MSWM
2333
Mowery & Schoenfeld Wealth Management
Illinois
$99.1K +$526 +7 +0.5%
PFG
2334
Putney Financial Group
California
$98.4K -$7.51K -100 -7%
FC
2335
Family CFO
California
$96.7K
MEG
2336
Millstone Evans Group
Colorado
$96.6K
IBOK
2337
Independence Bank of Kentucky
Kentucky
$95K
BWL
2338
Bogart Wealth LLC
Virginia
$94.2K +$14.7K +196 +18%
CT
2339
Clearstead Trust
Maine
$93.3K -$9.84K -131 -9%
TCM
2340
TruNorth Capital Management
Michigan
$93.3K
SCB
2341
Saudi Central Bank
Saudi Arabia
$92.9K +$97.2K +1,294 New
USB
2342
Union Savings Bank
Connecticut
$92.8K
CYG
2343
Clean Yield Group
Vermont
$91.5K -$526 -7 -0.5%
CAM
2344
Clarity Asset Management
Iowa
$91.5K +$300 +4 +0.3%
BA
2345
Bellwether Advisors
Nebraska
$88.7K
IRAG
2346
Investment Research & Advisory Group
Georgia
$87.9K
AIM
2347
Arcadia Investment Management
Michigan
$87.7K
BONH
2348
Bank of New Hampshire
New Hampshire
$87.6K -$22.1K -295 -19%
MIM
2349
Manitou Investment Management
Ontario, Canada
$87.6K +$91.6K +1,220 New
FMTCOCP
2350
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K

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.