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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
OPTFSNA
2576
Old Point Trust & Financial Services N A
Virginia
$94.2K
RWM
2577
RMG Wealth Management
Wisconsin
$93.5K +$515 +6 +0.5%
1IA
2578
1620 Investment Advisors
Massachusetts
$93.1K
NFSG
2579
Newbridge Financial Services Group
Florida
$93.1K -$6.87K -80 -6%
ISWM
2580
Intesa Sanpaolo Wealth Management
$92.7K -$1.55K -18 -2%
TWD
2581
True Wealth Design
Ohio
$90.2K +$53.3K +620 +121%
RJA
2582
Ross\Johnson & Associates
Minnesota
$87.7K -$258 -3 -0.3%
SRCM
2583
Signature Resources Capital Management
California
$87.2K +$18.7K +218 +25%
FP
2584
Financial Perspectives
Minnesota
$86.1K -$2.49K -29 -3%
SNB
2585
Security National Bank
Nebraska
$83K +$12.5K +146 +16%
AIM
2586
Arcadia Investment Management
Michigan
$81.5K -$17.2K -200 -16%
BGA
2587
Battery Global Advisors
Massachusetts
$79.6K -$12.7K -148 -13%
RAM
2588
Ramirez Asset Management
New York
$79.6K
BWM
2589
Bernard Wealth Management
Michigan
$79.3K
KAS
2590
Kemnay Advisory Services
New York
$79.2K -$74.6K -868 -47%
HFS
2591
Horizon Financial Services
North Carolina
$78.7K +$55.4K +645 +188%
OAJ
2592
Ogorek Anthony Joseph
New York
$78K -$19.2K -224 -19%
KFG
2593
Kingdom Financial Group
Arizona
$77.9K +$3.52K +41 +4%
LAS
2594
Lloyd Advisory Services
Georgia
$77.9K +$37.2K +433 +79%
WFA
2595
West Financial Advisors
Iowa
$77.4K -$945 -11 -1%
OWP
2596
ORG Wealth Partners
Texas
$76.9K +$83K +966 New
IRC
2597
Investors Research Corp
Georgia
$76.7K +$7.21K +84 +10%
HWP
2598
Highline Wealth Partners
California
$74.9K +$14.8K +172 +22%
ACA
2599
Atlas Capital Advisors
Wyoming
$74.7K +$68K +792 +542%
PMIM
2600
Prudent Man Investment Management
Colorado
$74.6K

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.