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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
CFD
2526
Creative Financial Designs
Indiana
$131K +$18.2K +212 +15%
FFO
2527
Fortitude Family Office
Arizona
$130K -$428K -4,986 -75%
KFAS
2528
Keating Financial Advisory Services
Kansas
$130K -$7.82K -91 -5%
CT
2529
Clearstead Trust
Maine
$128K
CYG
2530
Clean Yield Group
Vermont
$127K
LWM
2531
Lodestone Wealth Management
Washington
$127K -$12.2K -142 -8%
MMCM
2532
Murphy & Mullick Capital Management
New York
$126K +$258 +3 +0.2%
SWM
2533
SHP Wealth Management
Massachusetts
$125K +$15.2K +177 +13%
HCM
2534
Hollencrest Capital Management
California
$124K +$86 +1 +0.1%
GCP
2535
Gill Capital Partners
Colorado
$123K +$133K +1,551 New
PP
2536
Paladin Partners
Wisconsin
$123K
FMP
2537
Financial Management Professionals
Texas
$122K -$5.5K -64 -4%
FFL
2538
Financial Freedom LLC
Ohio
$121K +$25.4K +296 +24%
ATC
2539
Adirondack Trust Company
New York
$120K
SWIM
2540
Smallwood Wealth Investment Management
New Jersey
$116K -$13.7K -160 -10%
HHCP
2541
Hilton Head Capital Partners
South Carolina
$116K +$1.98K +23 +2%
EIP
2542
Essential Investment Partners
Colorado
$115K
FA
2543
Fountainhead AM
New Jersey
$113K +$74K +862 +156%
SA
2544
SRH Advisors
Kansas
$111K
AFC
2545
Ares Financial Consulting
California
$111K +$39.5K +460 +50%
UIA
2546
Ulland Investment Advisors
Minnesota
$109K -$5.58K -65 -5%
RL
2547
Rogco LP
Oklahoma
$108K -$13.5K -157 -10%
BA
2548
Ballast Advisors
Minnesota
$108K +$116K +1,354 New
CWM
2549
Cranbrook Wealth Management
Michigan
$107K
TC
2550
Trust Company
Kansas
$107K +$25.9K +302 +29%

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.