We are live on ! Find out more
WFC icon

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
FGAM
2601
Financial Gravity Asset Management
Texas
$73.9K +$79.7K +928 New
HNW
2602
High Note Wealth
Minnesota
$73.5K -$8.42K -98 -10%
LHEI
2603
Leo H. Evart Inc
California
$73.3K +$79.1K +921 New
RBC
2604
Roble Belko & Company
Pennsylvania
$72K +$60.1K +700 +350%
LG
2605
LAM Group
Oregon
$71.6K +$77.3K +900 New
VFM
2606
Vision Financial Markets
Connecticut
$70.8K +$86 +1 +0.1%
WA
2607
WPG Advisers
Maryland
$70.5K +$1.29K +15 +2%
TSMHT
2608
Thurston Springer Miller Herd & Titak
Indiana
$68.4K -$19.3K -225 -21%
NECFA
2609
New England Capital Financial Advisors
Connecticut
$66.8K
BIAS
2610
Beacon Investment Advisory Services
New Jersey
$65.9K +$71.1K +828 New
Q1WB
2611
Quest 10 Wealth Builders
Virginia
$65.7K +$3.69K +43 +5%
IBOK
2612
Independence Bank of Kentucky
Kentucky
$65.6K -$55.6K -647 -44%
FCT
2613
First Community Trust
Iowa
$64.8K
MFT
2614
Moisand Fitzgerald Tamayo
Florida
$64K
C
2615
Covestor
United Kingdom
$64K -$35.8K -417 -34%
CH
2616
CDKV Holdings
Colorado
$63.8K
ATC
2617
Advantage Trust Company
Kansas
$63.7K
PWMG
2618
Private Wealth Management Group
New Jersey
$63.1K -$2.4K -28 -3%
FC
2619
Fairscale Capital
New Hampshire
$62.1K
BL
2620
BFSG LLC
California
$61.9K +$86 +1 +0.1%
CFM
2621
Cornerstone Financial Management
Massachusetts
$61.5K -$4.38K -51 -6%
RFA
2622
Reyes Financial Architecture
California
$60.7K +$3.01K +35 +5%
SEP
2623
Signature Equity Partners
Ohio
$60.6K +$2.32K +27 +4%
IAAG
2624
Innovative Asset Advisors Group
Connecticut
$60K +$64.8K +754 New
MS
2625
Monetary Solutions
Ohio
$58.9K

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.