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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
MAM
2626
Morse Asset Management
Connecticut
$55K -$515 -6 -0.9%
HA
2627
Hyposwiss Advisors
$53K
BFS
2628
Beacon Financial Strategies
North Carolina
$52.6K
OWA
2629
Opal Wealth Advisors
New York
$52.4K +$56.6K +659 New
EF
2630
Entrust Financial
Pennsylvania
$52.2K -$4.29K -50 -7%
KG
2631
Kilter Group
New York
$52.2K +$7.47K +87 +15%
CMA
2632
Cedar Mountain Advisors
Oregon
$52.1K +$25.9K +302 +86%
LFASL
2633
Lugano Financial Advisors SA (LFA)
Switzerland
$50.6K
AT
2634
Arlington Trust
Alabama
$50.2K +$54.2K +631 New
S
2635
Sachetta
Massachusetts
$49.8K -$859 -10 -2%
PPC
2636
Park Place Capital
Alabama
$48.9K +$859 +10 +2%
LC
2637
Lavaca Capital
Texas
$48.7K
APW
2638
Atlantic Private Wealth
North Carolina
$48.6K +$51.1K +595 +3,967%
WA
2639
Westfuller Advisors
New York
$48.2K +$43.8K +510 +531%
NI
2640
NCP Inc
California
$47.9K
WSCM
2641
Wellington Shields Capital Management
New York
$47.8K -$19.3K -225 -27%
MWA
2642
Medallion Wealth Advisors
Connecticut
$47K -$6.79K -79 -12%
WCAMG
2643
Woodard & Company Asset Management Group
North Carolina
$46.8K
HC
2644
Hurley Capital
New York
$46.3K +$86 +1 +0.2%
TCM
2645
TD Capital Management
Tennessee
$46K +$4.29K +50 +9%
BC
2646
Barrett & Company
Rhode Island
$45.9K
NWM
2647
Nova Wealth Management
Florida
$45.4K +$16.5K +192 +51%
RWM
2648
Rialto Wealth Management
New York
$45.1K +$7.73K +90 +19%
LWMI
2649
Legacy Wealth Management (Idaho)
Idaho
$45K +$3.18K +37 +7%
DWM
2650
Dogwood Wealth Management
Kansas
$44.7K +$429 +5 +0.9%

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.