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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
VWA
2626
Valued Wealth Advisors
Utah
$58.7K +$3.18K +37 +5%
FDCP
2627
Foster Dykema Cabot & Partners
Massachusetts
$57.8K
HC
2628
Hoese & Co
Minnesota
$57.6K
1CP
2629
1015 Capital Partners
Pennsylvania
$57.4K -$9.96K -116 -14%
T
2630
TOBAM
France
$57K +$9.53K +111 +18%
T
2631
Tidemark
California
$57K +$28.7K +334 +87%
3FI
2632
3 Factor Indexing
California
$56.5K +$61K +710 New
RFS
2633
Richardson Financial Services
Massachusetts
$56.4K -$34.1K -397 -36%
BOJHT
2634
Bank of Jackson Hole Trust
Wyoming
$56.1K
CCMW
2635
Cypress Capital Management (Wyoming)
Wyoming
$55.9K
MAM
2636
Morse Asset Management
Connecticut
$55K -$515 -6 -0.9%
ASCM
2637
Adkins Seale Capital Management
Louisiana
$53K
HA
2638
Hyposwiss Advisors
$53K
BFS
2639
Beacon Financial Strategies
North Carolina
$52.6K
OWA
2640
Opal Wealth Advisors
New York
$52.4K +$56.6K +659 New
EF
2641
Entrust Financial
Pennsylvania
$52.2K -$4.29K -50 -7%
KG
2642
Kilter Group
New York
$52.2K +$7.47K +87 +15%
CMA
2643
Cedar Mountain Advisors
Oregon
$52.1K +$25.9K +302 +86%
LFASL
2644
Lugano Financial Advisors SA (LFA)
Switzerland
$50.6K
AT
2645
Arlington Trust
Alabama
$50.2K +$54.2K +631 New
S
2646
Sachetta
Massachusetts
$49.8K -$859 -10 -2%
PPC
2647
Park Place Capital
Alabama
$48.9K +$859 +10 +2%
LC
2648
Lavaca Capital
Texas
$48.7K
APW
2649
Atlantic Private Wealth
North Carolina
$48.6K +$51.1K +595 +3,967%
WA
2650
Westfuller Advisors
New York
$48.2K +$43.8K +510 +531%

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.