We are live on ! Find out more
WFC icon

Wells Fargo

2,857 hedge funds and large institutions have $193B invested in Wells Fargo in 2026 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,079 increasing their positions, 1,132 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 113

2% more funds holding

Funds holding: 2,8142,857 (+43)

1.23% more ownership

Funds ownership: 75.03%76.25% (+1.2%)

5% more capital invested

Capital invested by funds: $184B → $193B (+$8.83B)

5% less repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 1,132

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

30% less call options, than puts

Call options by funds: $2.75B | Put options by funds: $3.91B

Holders
2,857
Holders Change
+43
Holders Change %
+1.53%
% of All Funds
34.53%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.62%
New
206
Increased
1,079
Reduced
1,132
Closed
113
Calls
$2.75B
Puts
$3.91B
Net Calls
-$1.16B
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
2526
Wellington Shields & Co
New York
$177K
FMP
2527
Financial Management Professionals
Texas
$175K +$47.1K +586 +38%
PMFA
2528
Plante Moran Financial Advisors
Michigan
$169K -$159K -1,980 -49%
AWM
2529
Abound Wealth Management
Tennessee
$169K -$38.2K -475 -19%
BTC
2530
Bank & Trust Company
Illinois
$168K
SR
2531
Syntax Research
Florida
$168K
HDIM
2532
Hanson & Doremus Investment Management
Vermont
$168K
BHWM
2533
Beaird Harris Wealth Management
Texas
$167K
YAL
2534
Your Advocates Ltd
Texas
$166K +$117K +1,458 +265%
HA
2535
Heartland Advisors
Wisconsin
$165K
UCB
2536
United Community Bank
South Carolina
$165K +$17.3K +215 +12%
Cohen & Steers
2537
Cohen & Steers
New York
$165K -$121K -1,500 -43%
CFD
2538
Creative Financial Designs
Indiana
$164K +$27.4K +341 +21%
AI
2539
AXS Investments
New York
$164K -$48.1K -598 -23%
RFG
2540
REAP Financial Group
Texas
$164K -$2.33K -29 -1%
YDMI
2541
Y.D. More Investments
Israel
$163K -$482 -6 -0.3%
HPIA
2542
Hamilton Point Investment Advisors
North Carolina
$163K
AAG
2543
Armstrong Advisory Group
Massachusetts
$162K -$29.7K -369 -16%
CFSG
2544
Community Financial Services Group
Vermont
$161K -$4.18K -52 -3%
PS
2545
Planning Strategies
Pennsylvania
$158K +$154K +1,912 New
JEST
2546
JTC Employer Solutions Trustee
Jersey
$158K
SWP
2547
Strategic Wealth Partners
Ohio
$154K -$4.1K -51 -3%
PWMG
2548
Prestige Wealth Management Group
New Jersey
$153K
EP
2549
Evelyn Partners
$152K +$148K +1,836 New
PWMG
2550
Private Wealth Management Group
New Jersey
$150K +$82.1K +1,021 +129%

WFC Hedge Fund Activity: Q2 2026 in Review

2,857 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2026, worth a combined $193B — up 4.8% from $184B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new WFC positions and 113 closed out — a net gain of 93 holders — while 1,079 added to existing stakes and 1,132 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $684M. The largest seller was Wellington Management Group, cutting an estimated $2.12B.

  • 2,857 institutional investors held Wells Fargo (WFC) as of Q2 2026, up from 2,814 in Q1 2026.
  • Funds reported $193B of Wells Fargo stock for Q2 2026, up 4.8% quarter-over-quarter.
  • 206 funds opened new Wells Fargo positions in Q2 2026 and 113 closed out, a net change of +93 holders.
  • The largest Wells Fargo buyer in Q2 2026 was Arrowstreet Capital, an estimated $684M added.
  • The largest Wells Fargo seller in Q2 2026 was Wellington Management Group, an estimated $2.12B sold.

Based on aggregated 13F filings for Q2 2026.