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
RTL
2451
Red Tortoise LLC
Georgia
$24.1K
CMA
2452
Cedar Mountain Advisors
Oregon
$23.7K
MSG
2453
Main Street Group
Virginia
$23K
MWA
2454
Medallion Wealth Advisors
Connecticut
$22.9K
PP
2455
PFS Partners
New Jersey
$22.3K
NOI
2456
Newton One Investments
Delaware
$22K +$75 +1 +0.3%
RWS
2457
Retirement Wealth Solutions
Wisconsin
$21.7K
IMC
2458
Investment Management Corporation
Virginia
$21.7K
BCM
2459
Berbice Capital Management
New York
$21.5K
WIM
2460
Westside Investment Management
California
$21.5K
T
2461
Tidemark
California
$21.2K -$2.1K -28 -9%
WCM
2462
WealthTrak Capital Management
Virginia
$20.4K +$14K +187 +193%
BGWM
2463
Bridge Generations Wealth Management
Florida
$20.1K
CFS
2464
CGC Financial Services
Oregon
$20.1K
PP
2465
PrairieView Partners
Minnesota
$20K +$3.45K +46 +19%
CCM
2466
Copeland Capital Management
Pennsylvania
$18.5K
HB
2467
Horizon Bancorp
Indiana
$18K
CMP
2468
Coston McIsaac & Partners
Maine
$18K +$75 +1 +0.4%
AF
2469
Abound Financial
California
$17.7K +$18.5K +247 New
MAM
2470
Morse Asset Management
Connecticut
$17.5K +$9.31K +124 +103%
FCG
2471
Financial Connections Group
California
$17K
HIW
2472
Holos Integrated Wealth
Pennsylvania
$16.7K
DWM
2473
Dogwood Wealth Management
Kansas
$16.6K +$17.3K +231 New
NFSG
2474
Newbridge Financial Services Group
Florida
$16.2K
CWM
2475
Consultiva Wealth Management
Puerto Rico
$14.9K

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.