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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
Q1WB
2601
Quest 10 Wealth Builders
Virginia
$65.7K +$3.69K +43 +5%
IBOK
2602
Independence Bank of Kentucky
Kentucky
$65.6K -$55.6K -647 -44%
FCT
2603
First Community Trust
Iowa
$64.8K
MFT
2604
Moisand Fitzgerald Tamayo
Florida
$64K
C
2605
Covestor
United Kingdom
$64K -$35.8K -417 -34%
CH
2606
CDKV Holdings
Colorado
$63.8K
ATC
2607
Advantage Trust Company
Kansas
$63.7K
PWMG
2608
Private Wealth Management Group
New Jersey
$63.1K -$2.4K -28 -3%
FC
2609
Fairscale Capital
New Hampshire
$62.1K
BL
2610
BFSG LLC
California
$61.9K +$86 +1 +0.1%
CFM
2611
Cornerstone Financial Management
Massachusetts
$61.5K -$4.38K -51 -6%
RFA
2612
Reyes Financial Architecture
California
$60.7K +$3.01K +35 +5%
SEP
2613
Signature Equity Partners
Ohio
$60.6K +$2.32K +27 +4%
IAAG
2614
Innovative Asset Advisors Group
Connecticut
$60K +$64.8K +754 New
MS
2615
Monetary Solutions
Ohio
$58.9K
VWA
2616
Valued Wealth Advisors
Utah
$58.7K +$3.18K +37 +5%
FDCP
2617
Foster Dykema Cabot & Partners
Massachusetts
$57.8K
HC
2618
Hoese & Co
Minnesota
$57.6K
1CP
2619
1015 Capital Partners
Pennsylvania
$57.4K -$9.96K -116 -14%
T
2620
TOBAM
France
$57K +$9.53K +111 +18%
T
2621
Tidemark
California
$57K +$28.7K +334 +87%
3FI
2622
3 Factor Indexing
California
$56.5K +$61K +710 New
RFS
2623
Richardson Financial Services
Massachusetts
$56.4K -$34.1K -397 -36%
BOJHT
2624
Bank of Jackson Hole Trust
Wyoming
$56.1K
CCMW
2625
Cypress Capital Management (Wyoming)
Wyoming
$55.9K

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.