We are live on ! Find out more
WFC icon

Wells Fargo

2,802 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 1,047 increasing their positions, 1,176 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.62% less ownership

Funds ownership: 76.63%75.01% (-1.6%)

3% less funds holding

Funds holding: 2,8972,802 (-95)

11% less repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 1,176

18% less capital invested

Capital invested by funds: $224B → $184B (-$40.1B)

19% less first-time investments, than exits

New positions opened: 180 | Existing positions closed: 221

21% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.88B

36% less funds holding in top 10

Funds holding in top 10: 9259 (-33)

Holders
2,802
Holders Change
-95
Holders Change %
-3.28%
% of All Funds
34.46%
Holding in Top 10
59
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-35.87%
% of All Funds
0.73%
New
180
Increased
1,047
Reduced
1,176
Closed
221
Calls
$3.07B
Puts
$3.88B
Net Calls
-$812M
Net Calls Change
+$772M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
2476
Wellington Shields & Co
New York
$170K
CB
2477
Community Bank
New York
$163K
BTC
2478
Bank & Trust Company
Illinois
$162K
SR
2479
Syntax Research
Florida
$162K
HDIM
2480
Hanson & Doremus Investment Management
Vermont
$162K
CCMI
2481
Creative Capital Management Investments
California
$161K
BHWM
2482
Beaird Harris Wealth Management
Texas
$161K +$69.3K +807 +67%
RFG
2483
REAP Financial Group
Texas
$160K +$27.2K +317 +19%
HA
2484
Heartland Advisors
Wisconsin
$159K
RF
2485
Rossby Financial
Florida
$158K +$54.5K +634 +48%
AA
2486
Addison Advisors
Vermont
$157K +$16.7K +194 +11%
YDMI
2487
Y.D. More Investments
Israel
$157K -$24.7K -288 -13%
TLFA
2488
True Link Financial Advisors
California
$157K -$34.1K -397 -17%
HPIA
2489
Hamilton Point Investment Advisors
North Carolina
$157K
CFSG
2490
Community Financial Services Group
Vermont
$155K +$165K +1,921 New
GEA
2491
Glen Eagle Advisors
New Jersey
$154K +$86 +1 +0.1%
HWA
2492
Heritage Wealth Advisors
Virginia
$153K +$27.1K +315 +20%
ME
2493
McIlrath & Eck
Washington
$153K +$344 +4 +0.2%
SWP
2494
Strategic Wealth Partners
Ohio
$152K +$12.1K +141 +8%
KFI
2495
Key Financial Inc
Pennsylvania
$152K +$6.27K +73 +4%
JEST
2496
JTC Employer Solutions Trustee
Jersey
$152K
TF
2497
Tompkins Financial
New York
$150K +$15.7K +183 +11%
PWMG
2498
Prestige Wealth Management Group
New Jersey
$147K +$16.2K +189 +11%
BWL
2499
Bogart Wealth LLC
Virginia
$145K +$19.4K +226 +14%
FFA
2500
Frazier Financial Advisors
Ohio
$144K +$24K +279 +18%

WFC Hedge Fund Activity: Q1 2026 in Review

2,802 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2026, worth a combined $184B — down 18% from $224B a quarter earlier.

Sellers outnumbered buyers: 221 funds closed out of WFC and 180 opened new positions — a net loss of 41 holders — while 1,176 trimmed existing stakes and 1,047 added.

The largest buyer was Capital Research Global Investors, adding an estimated $3.05B. The largest seller was Fidelity Investments, cutting an estimated $2.06B.

  • 2,802 institutional investors held Wells Fargo (WFC) as of Q1 2026, down from 2,897 in Q4 2025.
  • Funds reported $184B of Wells Fargo stock for Q1 2026, down 18% quarter-over-quarter.
  • 180 funds opened new Wells Fargo positions in Q1 2026 and 221 closed out, a net change of -41 holders.
  • The largest Wells Fargo buyer in Q1 2026 was Capital Research Global Investors, an estimated $3.05B added.
  • The largest Wells Fargo seller in Q1 2026 was Fidelity Investments, an estimated $2.06B sold.

Based on aggregated 13F filings for Q1 2026.