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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
FCMT
2501
Founders Capital Management (Texas)
Texas
$144K -$248K -2,884 -61%
WIM
2502
Westside Investment Management
California
$144K
CHC
2503
City Holding Co
West Virginia
$143K +$6.44K +75 +4%
UCB
2504
United Community Bank
South Carolina
$142K +$32.6K +380 +27%
CPG
2505
Cornerstone Planning Group
New Jersey
$142K +$8.59K +100 +6%
CIR
2506
Clear Investment Research
Georgia
$139K +$150K +1,743 New
SAM
2507
Sherman Asset Management
California
$138K
EPIME
2508
Evelyn Partners Investment Management (Europe)
$135K
PWM
2509
Proathlete Wealth Management
Florida
$134K
II
2510
Inspire Investing
Idaho
$133K
BHWM
2511
Bay Harbor Wealth Management
Maryland
$132K +$344 +4 +0.2%
CA
2512
Centerpoint Advisors
Massachusetts
$132K
FUBT
2513
First United Bank & Trust
Maryland
$132K -$2.15K -25 -1%
LAMC
2514
Longview Asset Management (California)
California
$132K
M
2515
MOTCO
Texas
$131K -$2.58K -30 -2%
CFD
2516
Creative Financial Designs
Indiana
$131K +$18.2K +212 +15%
FFO
2517
Fortitude Family Office
Arizona
$130K -$428K -4,986 -75%
KFAS
2518
Keating Financial Advisory Services
Kansas
$130K -$7.82K -91 -5%
CT
2519
Clearstead Trust
Maine
$128K
CYG
2520
Clean Yield Group
Vermont
$127K
LWM
2521
Lodestone Wealth Management
Washington
$127K -$12.2K -142 -8%
MMCM
2522
Murphy & Mullick Capital Management
New York
$126K +$258 +3 +0.2%
SWM
2523
SHP Wealth Management
Massachusetts
$125K +$15.2K +177 +13%
HCM
2524
Hollencrest Capital Management
California
$124K +$86 +1 +0.1%
GCP
2525
Gill Capital Partners
Colorado
$123K +$133K +1,551 New

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.