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
2025 Q3	–	Sell	-901,900	Closed	-$72.3M	–	1721
2025 Q2	$72.3M	Buy	901,900 +639,100	+243%	+$46.1M	0.25%	80
2025 Q1	$18.9M	Buy	262,800 +42,800	+19%	+$3.21M	0.06%	269
2024 Q4	$15.5M	Buy	+220,000	New	+$15M	0.05%	279
2023 Q2	–	Sell	-1,000,000	Closed	-$37.4M	–	985
2023 Q1	$37.4M	Buy	+1,000,000	New	+$43.6M	0.31%	71
2022 Q3	–	Sell	-972,000	Closed	-$38.1M	–	1378
2022 Q2	$38.1M	Buy	+972,000	New	+$42.7M	0.29%	67
2019 Q2	–	Sell	-80,000	Closed	-$3.87M	–	721
2019 Q1	$3.87M	Buy	+80,000	New	+$3.93M	0.05%	331
2018 Q2	–	Sell	-55,000	Closed	-$2.88M	–	997
2018 Q1	$2.88M	Buy	+55,000	New	+$3.27M	0.06%	358
2017 Q3	–	Sell	-440,900	Closed	-$24.4M	–	545
2017 Q2	$24.4M	Sell	440,900 -233,700	-35%	-$12.5M	0.49%	41
2017 Q1	$37.5M	Buy	674,600 +207,900	+45%	+$11.8M	0.5%	36
2016 Q4	$25.7M	Buy	466,700 +211,700	+83%	+$10.6M	0.53%	33
2016 Q3	$11.3M	Buy	255,000 +145,000	+132%	+$6.94M	0.27%	66
2016 Q2	$5.21M	Buy	+110,000	New	+$5.36M	0.16%	100

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 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. 2,801 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.
2,801 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.