Hudson Bay Capital Management
WFC icon

Hudson Bay Capital Management’s Wells Fargo WFC Stock Holding History

Hudson Bay Capital Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.3M Buy
657,190
+413,389
+170% +$35.5M 0.18% 98
2025
Q4 		$22.7M Buy
243,801
+112,515
+86% +$9.77M 0.07% 212
2025
Q3 		$11M Sell
131,286
-1,028,988
-89% -$83.4M 0.04% 335
2025
Q2 		$93M Buy
1,160,274
+513,059
+79% +$37M 0.32% 64
2025
Q1 		$46.5M Buy
647,215
+304,680
+89% +$22.9M 0.14% 140
2024
Q4 		$24.1M Buy
+342,535
New +$23.4M 0.08% 224
2024
Q1 		– Sell
-336,500
Closed -$16.6M – 895
2023
Q4 		$16.6M Sell
336,500
-100,000
-23% -$4.32M 0.11% 124
2023
Q3 		$17.8M Buy
436,500
+250,000
+134% +$10.8M 0.14% 100
2023
Q2 		$7.96M Sell
186,500
-1,063,500
-85% -$42.8M 0.06% 212
2023
Q1 		$46.7M Buy
1,250,000
+1,150,000
+1,150% +$50.1M 0.38% 63
2022
Q4 		$4.13M Sell
100,000
-300,000
-75% -$13.3M 0.04% 410
2022
Q3 		$16.1M Sell
400,000
-922,000
-70% -$39.6M 0.14% 93
2022
Q2 		$51.8M Buy
1,322,000
+1,122,000
+561% +$49.2M 0.39% 55
2022
Q1 		$9.69M Hold
200,000
– – 0.13% 158
2021
Q4 		$9.6M Buy
200,000
+100,000
+100% +$4.92M 0.1% 149
2021
Q3 		$4.64M Sell
100,000
-50,000
-33% -$2.31M 0.06% 374
2021
Q2 		$6.79M Sell
150,000
-100,000
-40% -$4.47M 0.08% 244
2021
Q1 		$9.77M Buy
+250,000
New +$8.85M 0.12% 125
2019
Q2 		– Sell
-7,500
Closed -$362K – 720
2019
Q1 		$362K Buy
+7,500
New +$369K ﹤0.01% 627
2018
Q3 		– Sell
-31,068
Closed -$1.72M – 914
2018
Q2 		$1.72M Sell
31,068
-15,732
-34% -$843K 0.02% 544
2018
Q1 		$2.45M Buy
+46,800
New +$2.78M 0.05% 407
2017
Q3 		– Sell
-235,028
Closed -$13M – 544
2017
Q2 		$13M Sell
235,028
-89,956
-28% -$4.82M 0.26% 85
2017
Q1 		$18.1M Buy
324,984
+97,879
+43% +$5.55M 0.24% 81
2016
Q4 		$12.5M Buy
227,105
+162,605
+252% +$8.18M 0.26% 79
2016
Q3 		$2.86M Buy
64,500
+13,108
+26% +$627K 0.07% 196
2016
Q2 		$2.43M Buy
+51,392
New +$2.51M 0.08% 173

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hudson Bay Capital Management's WFC Position: Q1 2026 in Review

Hudson Bay Capital Management increased its Wells Fargo (WFC) stake by 170% in Q1 2026, buying an estimated $35.5M and bringing the position to 657,190 shares worth $52.3M. The position accounts for 0.18% of the portfolio, ranked #98.

Hudson Bay Capital Management first reported a position in WFC in Q2 2016 and has held it in 26 quarters since. The position peaked at $93M in Q2 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Hudson Bay Capital Management held 657,190 shares of Wells Fargo worth $52.3M as of Q1 2026.
  • Hudson Bay Capital Management bought 413,389 Wells Fargo shares in Q1 2026, an estimated $35.5M.
  • Wells Fargo made up 0.18% of Hudson Bay Capital Management's portfolio in Q1 2026, its #98 holding.
  • Hudson Bay Capital Management first reported a position in Wells Fargo in Q2 2016 and has held it in 26 quarters since.
  • Hudson Bay Capital Management's Wells Fargo position peaked at $93M in Q2 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.