We are live on ! Find out more
WFC icon

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
JFG
2426
JDM Financial Group
Texas
$34.9K
AT
2427
Arlington Trust
Alabama
$34.8K
SHIM
2428
Stone House Investment Management
Pennsylvania
$34.3K +$35.9K +478 New
BC
2429
Barrett & Company
Rhode Island
$34.3K
CWP
2430
Clark Wealth Partners
Illinois
$33.6K +$150 +2 +0.4%
MLA
2431
MB, Levis & Associates
Pennsylvania
$33.4K +$3.53K +47 +11%
AIC
2432
Archer Investment Corporation
Indiana
$32.4K +$7.51K +100 +28%
TIM
2433
Tortoise Investment Management
New York
$32.3K -$30K -400 -47%
PAM
2434
Parvin Asset Management
South Dakota
$32.3K
NSG
2435
Nalls Sherbakoff Group
Tennessee
$31.6K +$33K +440 New
1M
2436
1248 Management
Missouri
$31.3K +$32.7K +436 New
BAM
2437
Bellevue Asset Management
Washington
$30.9K
SIS
2438
Strategic Investment Solutions
Illinois
$30.6K
RWM
2439
Rialto Wealth Management
New York
$29.5K +$2.63K +35 +9%
M
2440
MOTCO
Texas
$29.3K +$24.5K +326 +398%
ACM
2441
Accent Capital Management
Ohio
$29K +$30.3K +404 New
KPP
2442
Kings Path Partners
Texas
$28.7K
CAM
2443
Costello Asset Management
Pennsylvania
$28.6K
RWML
2444
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$28.4K
VWM
2445
Valley Wealth Managers
New Jersey
$27.7K
MWM
2446
Mascoma Wealth Management
New Hampshire
$27.2K
LFASL
2447
Lugano Financial Advisors SA (LFA)
Switzerland
$27.1K -$35.4K -472 -56%
CIAS
2448
CBIZ Investment Advisory Services
Ohio
$27.1K +$24.2K +322 +585%
MIM
2449
Meridiem Investment Management
United Kingdom
$25.1K
EPIM
2450
Evelyn Partners Investment Management
$24.4K

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.