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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
VFM
2376
Vision Financial Markets
Connecticut
$63.6K +$9.09K +121 +16%
CWM
2377
Crowley Wealth Management
Delaware
$63.5K +$300 +4 +0.5%
RFG
2378
REAP Financial Group
Texas
$63.3K +$14K +187 +27%
IRC
2379
Investors Research Corp
Georgia
$63.1K -$646K -8,607 -91%
CTB
2380
Country Trust Bank
Illinois
$62.3K +$6.76K +90 +12%
WA
2381
WPG Advisers
Maryland
$62.1K +$24.5K +326 +60%
SRCM
2382
Signature Resources Capital Management
California
$61.1K
AWM
2383
Activest Wealth Management
Florida
$60.4K +$61.7K +822 +4,110%
NECFA
2384
New England Capital Financial Advisors
Connecticut
$60.2K -$15.4K -205 -20%
ABWM
2385
Alpine Bank Wealth Management
Colorado
$59.8K +$62.5K +833 New
RS
2386
Rakuten Securities
Japan
$59.5K +$30.4K +405 +96%
Q1WB
2387
Quest 10 Wealth Builders
Virginia
$58.7K +$1.58K +21 +3%
BL
2388
BFSG LLC
California
$58.6K +$3.3K +44 +6%
WA
2389
Whipplewood Advisors
Colorado
$58.6K +$4.88K +65 +8%
MFT
2390
Moisand Fitzgerald Tamayo
Florida
$57.7K -$12.1K -161 -17%
ATC
2391
Advantage Trust Company
Kansas
$57.4K
VWA
2392
Valued Wealth Advisors
Utah
$57.2K +$6.16K +82 +11%
PWMG
2393
Private Wealth Management Group
New Jersey
$56.9K +$25.2K +335 +73%
BP
2394
BNP Paribas
France
$56.2K +$28.8K +383 +96%
FC
2395
Fairscale Capital
New Hampshire
$56K
AT
2396
Avalon Trust
New Mexico
$55.3K +$57.8K +770 New
MSWA
2397
Marshall & Sterling Wealth Advisors
New York
$54.4K +$16.7K +223 +42%
CWM
2398
Centricity Wealth Management
Ohio
$52.6K
RFA
2399
Reyes Financial Architecture
California
$52.3K
HC
2400
Hoese & Co
Minnesota
$52K

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.