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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
SA
2676
Scarborough Advisors
Maryland
$36.4K +$39.3K +457 New
PAM
2677
Parvin Asset Management
South Dakota
$35.8K
Loomis, Sayles & Company
2678
Loomis, Sayles & Company
Massachusetts
$35.2K -$14.8K -172 -28%
AF
2679
Align Financial
Minnesota
$35K -$3.48M -40,568 -99%
AIA
2680
Aventus Investment Advisors
Florida
$35K
BAM
2681
Bellevue Asset Management
Washington
$35K +$172 +2 +0.5%
1M
2682
1248 Management
Missouri
$34.7K
DF
2683
Dunhill Financial
United Kingdom
$34.2K -$2.58K -30 -7%
VWM
2684
Valley Wealth Managers
New Jersey
$33.9K -$9.02K -105 -20%
MLA
2685
MB, Levis & Associates
Pennsylvania
$33.3K
PWA
2686
Portus Wealth Advisors
North Carolina
$33.1K +$36.1K +420 New
BW
2687
Bravera Wealth
North Dakota
$33K
EFMH
2688
E Fund Management (HK)
Hong Kong
$32.7K +$26.8K +312 +315%
JGCM
2689
Joseph Group Capital Management
Ohio
$32.6K +$9.45K +110 +37%
ACM
2690
Accent Capital Management
Ohio
$32.2K
CAM
2691
Costello Asset Management
Pennsylvania
$31.7K
CFS
2692
CGC Financial Services
Oregon
$31.5K
MWM
2693
Mascoma Wealth Management
New Hampshire
$30.2K -$3.26K -38 -9%
MSG
2694
Main Street Group
Virginia
$29.5K +$31.8K +370 New
EWP
2695
Elevation Wealth Partners
California
$29.4K +$6.7K +78 +27%
BCM
2696
Boreal Capital Management
Florida
$29K
HB
2697
Horizon Bancorp
Indiana
$28K +$8.5K +99 +39%
PJC
2698
Phillip James Consulting
Minnesota
$28K +$30.7K +357 New
SIS
2699
Strategic Investment Solutions
Illinois
$27.9K
MIM
2700
Meridiem Investment Management
United Kingdom
$27.9K

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.