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Wells Fargo

2,814 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,050 increasing their positions, 1,181 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% less ownership

Funds ownership: 76.63%75.03% (-1.6%)

3% less funds holding

Funds holding: 2,9032,814 (-89)

11% less repeat investments, than reductions

Existing positions increased: 1,050 | Existing positions reduced: 1,181

18% less capital invested

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

18% less first-time investments, than exits

New positions opened: 182 | Existing positions closed: 223

21% less call options, than puts

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

35% less funds holding in top 10

Funds holding in top 10: 9260 (-32)

Holders
2,814
Holders Change
-89
Holders Change %
-3.07%
% of All Funds
34.43%
Holding in Top 10
60
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-34.78%
% of All Funds
0.73%
New
182
Increased
1,050
Reduced
1,181
Closed
223
Calls
$3.07B
Puts
$3.88B
Net Calls
-$812M
Net Calls Change
+$772M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
2501
Glen Eagle Advisors
New Jersey
$154K +$86 +1 +0.1%
HWA
2502
Heritage Wealth Advisors
Virginia
$153K +$27.1K +315 +20%
ME
2503
McIlrath & Eck
Washington
$153K +$344 +4 +0.2%
SWP
2504
Strategic Wealth Partners
Ohio
$152K +$12.1K +141 +8%
KFI
2505
Key Financial Inc
Pennsylvania
$152K +$6.27K +73 +4%
JEST
2506
JTC Employer Solutions Trustee
Jersey
$152K
TF
2507
Tompkins Financial
New York
$150K +$15.7K +183 +11%
PWMG
2508
Prestige Wealth Management Group
New Jersey
$147K +$16.2K +189 +11%
BWL
2509
Bogart Wealth LLC
Virginia
$145K +$19.4K +226 +14%
FFA
2510
Frazier Financial Advisors
Ohio
$144K +$24K +279 +18%
FCMT
2511
Founders Capital Management (Texas)
Texas
$144K -$248K -2,884 -61%
WIM
2512
Westside Investment Management
California
$144K
CHC
2513
City Holding Co
West Virginia
$143K +$6.44K +75 +4%
UCB
2514
United Community Bank
South Carolina
$142K +$32.6K +380 +27%
CPG
2515
Cornerstone Planning Group
New Jersey
$142K +$8.59K +100 +6%
CIR
2516
Clear Investment Research
Georgia
$139K +$150K +1,743 New
SAM
2517
Sherman Asset Management
California
$138K
EPIME
2518
Evelyn Partners Investment Management (Europe)
$135K
PWM
2519
Proathlete Wealth Management
Florida
$134K
II
2520
Inspire Investing
Idaho
$133K
BHWM
2521
Bay Harbor Wealth Management
Maryland
$132K +$344 +4 +0.2%
CA
2522
Centerpoint Advisors
Massachusetts
$132K
FUBT
2523
First United Bank & Trust
Maryland
$132K -$2.15K -25 -1%
LAMC
2524
Longview Asset Management (California)
California
$132K
M
2525
MOTCO
Texas
$131K -$2.58K -30 -2%

WFC Hedge Fund Activity: Q1 2026 in Review

2,814 of the 8,172 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: 223 funds closed out of WFC and 182 opened new positions — a net loss of 41 holders — while 1,181 trimmed existing stakes and 1,050 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.

  • 2,814 institutional investors held Wells Fargo (WFC) as of Q1 2026, down from 2,903 in Q4 2025.
  • Funds reported $184B of Wells Fargo stock for Q1 2026, down 18% quarter-over-quarter.
  • 182 funds opened new Wells Fargo positions in Q1 2026 and 223 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.