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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
NI
2651
NCP Inc
California
$47.9K
WSCM
2652
Wellington Shields Capital Management
New York
$47.8K -$19.3K -225 -27%
MWA
2653
Medallion Wealth Advisors
Connecticut
$47K -$6.79K -79 -12%
WCAMG
2654
Woodard & Company Asset Management Group
North Carolina
$46.8K
HC
2655
Hurley Capital
New York
$46.3K +$86 +1 +0.2%
TCM
2656
TD Capital Management
Tennessee
$46K +$4.29K +50 +9%
BC
2657
Barrett & Company
Rhode Island
$45.9K
NWM
2658
Nova Wealth Management
Florida
$45.4K +$16.5K +192 +51%
RWM
2659
Rialto Wealth Management
New York
$45.1K +$7.73K +90 +19%
LWMI
2660
Legacy Wealth Management (Idaho)
Idaho
$45K +$3.18K +37 +7%
DWM
2661
Dogwood Wealth Management
Kansas
$44.7K +$429 +5 +0.9%
SFS
2662
Sunrise Financial Services
Washington
$44.5K -$5.33K -62 -10%
CFG
2663
Clayton Financial Group
Missouri
$44K
SJIM
2664
St. Johns Investment Management
Florida
$44K
YAL
2665
Your Advocates Ltd
Texas
$43.8K
BTD
2666
BankPlus Trust Department
Mississippi
$43.7K
EP
2667
Essential Partners
California
$42.9K +$9.19K +107 +25%
GCM
2668
Graham Capital Management
Connecticut
$42.9K +$46.3K +539 New
MSWA
2669
Marshall & Sterling Wealth Advisors
New York
$42.6K
HFS
2670
Hughes Financial Services
Virginia
$42.6K +$5.07K +59 +12%
QWM
2671
Quaker Wealth Management
New Jersey
$42.5K -$344 -4 -0.7%
BCPWM
2672
Bradley & Co Private Wealth Management
Florida
$41.5K
MCA
2673
McGuire Capital Advisors
Oklahoma
$41K -$859 -10 -2%
VR
2674
Vision Retirement
New Jersey
$40.8K +$1.12K +13 +3%
GA
2675
GoalVest Advisory
New York
$40.4K

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.