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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
FFL
2351
Financial Freedom LLC
Ohio
$86.7K +$225 +3 +0.2%
BHWM
2352
Beaird Harris Wealth Management
Texas
$86.1K +$5.63K +75 +7%
CPG
2353
Cornerstone Planning Group
New Jersey
$85.1K +$35.7K +475 +61%
OPTFSNA
2354
Old Point Trust & Financial Services N A
Virginia
$84.9K
FP
2355
Financial Perspectives
Minnesota
$84.9K -$15.8K -210 -15%
FFA
2356
Frazier Financial Advisors
Ohio
$82.1K +$150 +2 +0.2%
RAM
2357
Ramirez Asset Management
New York
$82.1K -$7.51K -100 -8%
RJA
2358
Ross\Johnson & Associates
Minnesota
$80.8K +$2.03K +27 +2%
HNW
2359
High Note Wealth
Minnesota
$78.2K +$30.7K +409 +60%
OIA
2360
Optimum Investment Advisors
Illinois
$77.2K
AWM
2361
Atticus Wealth Management
Florida
$75.4K
PW
2362
Pandora Wealth
Illinois
$75.4K +$78.8K +1,050 New
BWM
2363
Bernard Wealth Management
Michigan
$74.5K +$3.15K +42 +4%
PAI
2364
Pittenger & Anderson Inc
Nebraska
$74.3K
BTD
2365
BankPlus Trust Department
Mississippi
$73.8K +$39.6K +528 +106%
CAM
2366
Creekmur Asset Management
Illinois
$72.2K -$1.8K -24 -2%
RPA
2367
Redwood Park Advisors
California
$72K
BGA
2368
Battery Global Advisors
Massachusetts
$71.8K
MWM
2369
MorganRosel Wealth Management
Colorado
$71.8K +$75.1K +1,000 New
WAM
2370
WFA Asset Management
Wisconsin
$70.3K -$362K -4,819 -80%
FDCP
2371
Foster Dykema Cabot & Partners
Massachusetts
$70.3K
GC
2372
Garde Capital
Washington
$68.8K +$71.9K +958 New
FGAM
2373
Financial Gravity Asset Management
Texas
$66.6K +$69.7K +928 New
Loomis, Sayles & Company
2374
Loomis, Sayles & Company
Massachusetts
$65K -$36.2K -482 -35%
SNB
2375
Security National Bank
Nebraska
$64.3K

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.