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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
SFS
2651
Sunrise Financial Services
Washington
$44.5K -$5.33K -62 -10%
CFG
2652
Clayton Financial Group
Missouri
$44K
SJIM
2653
St. Johns Investment Management
Florida
$44K
YAL
2654
Your Advocates Ltd
Texas
$43.8K
BTD
2655
BankPlus Trust Department
Mississippi
$43.7K
EP
2656
Essential Partners
California
$42.9K +$9.19K +107 +25%
GCM
2657
Graham Capital Management
Connecticut
$42.9K +$46.3K +539 New
MSWA
2658
Marshall & Sterling Wealth Advisors
New York
$42.6K
HFS
2659
Hughes Financial Services
Virginia
$42.6K +$5.07K +59 +12%
QWM
2660
Quaker Wealth Management
New Jersey
$42.5K -$344 -4 -0.7%
BCPWM
2661
Bradley & Co Private Wealth Management
Florida
$41.5K
MCA
2662
McGuire Capital Advisors
Oklahoma
$41K -$859 -10 -2%
VR
2663
Vision Retirement
New Jersey
$40.8K +$1.12K +13 +3%
GA
2664
GoalVest Advisory
New York
$40.4K
KFA
2665
Kelleher Financial Advisors
New York
$40.1K +$1.8K +21 +4%
RWML
2666
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$40.1K +$7.9K +92 +22%
VERPA
2667
Virginia Estate & Retirement Planning Advisors
Virginia
$39.6K +$42.7K +497 New
MAM
2668
Meeder Asset Management
Ohio
$39.3K -$15.2K -177 -26%
WA
2669
Whipplewood Advisors
Colorado
$39.3K +$24.7K +287 +139%
SHIM
2670
Stone House Investment Management
Pennsylvania
$39.3K -$773 -9 -2%
MDA
2671
Minot DeBlois Advisors
Massachusetts
$38.9K +$25.9K +302 +161%
AW
2672
Ankerstar Wealth
Texas
$38.8K +$24.7K +287 +144%
PP
2673
PFS Partners
New Jersey
$38.6K +$86 +1 +0.2%
KPP
2674
Kings Path Partners
Texas
$37.3K
JFG
2675
JDM Financial Group
Texas
$37K

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.