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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
KFA
2676
Kelleher Financial Advisors
New York
$40.1K +$1.8K +21 +4%
RWM
2677
Raffa Wealth Management
District of Columbia
$40.1K +$7.9K +92 +22%
VERPA
2678
Virginia Estate & Retirement Planning Advisors
Virginia
$39.6K +$42.7K +497 New
MAM
2679
Meeder Asset Management
Ohio
$39.3K -$15.2K -177 -26%
WA
2680
Whipplewood Advisors
Colorado
$39.3K +$24.7K +287 +139%
SHIM
2681
Stone House Investment Management
Pennsylvania
$39.3K -$773 -9 -2%
MDA
2682
Minot DeBlois Advisors
Massachusetts
$38.9K +$25.9K +302 +161%
AW
2683
Ankerstar Wealth
Texas
$38.8K +$24.7K +287 +144%
PP
2684
PFS Partners
New Jersey
$38.6K +$86 +1 +0.2%
KPP
2685
Kings Path Partners
Texas
$37.3K
JFG
2686
JDM Financial Group
Texas
$37K
SA
2687
Scarborough Advisors
Maryland
$36.4K +$39.3K +457 New
PAM
2688
Parvin Asset Management
South Dakota
$35.8K
Loomis, Sayles & Company
2689
Loomis, Sayles & Company
Massachusetts
$35.2K -$14.8K -172 -28%
AF
2690
Align Financial
Minnesota
$35K -$3.48M -40,568 -99%
AIA
2691
Aventus Investment Advisors
Florida
$35K
NSG
2692
Nalls Sherbakoff Group
Tennessee
$35K
BAM
2693
Bellevue Asset Management
Washington
$35K +$172 +2 +0.5%
1M
2694
1248 Management
Missouri
$34.7K
DF
2695
Dunhill Financial
United Kingdom
$34.2K -$2.58K -30 -7%
VWM
2696
Valley Wealth Managers
New Jersey
$33.9K -$9.02K -105 -20%
MLA
2697
MB, Levis & Associates
Pennsylvania
$33.3K
PWA
2698
Portus Wealth Advisors
North Carolina
$33.1K +$36.1K +420 New
BW
2699
Bravera Wealth
North Dakota
$33K
EFMH
2700
E Fund Management (HK)
Hong Kong
$32.7K +$26.8K +312 +315%

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.