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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
JGCM
2701
Joseph Group Capital Management
Ohio
$32.6K +$9.45K +110 +37%
ACM
2702
Accent Capital Management
Ohio
$32.2K
CAM
2703
Costello Asset Management
Pennsylvania
$31.7K
CFS
2704
CGC Financial Services
Oregon
$31.5K
MWM
2705
Mascoma Wealth Management
New Hampshire
$30.2K -$3.26K -38 -9%
MSG
2706
Main Street Group
Virginia
$29.5K +$31.8K +370 New
EWP
2707
Elevation Wealth Partners
California
$29.4K +$6.7K +78 +27%
BCM
2708
Boreal Capital Management
Florida
$29K
HB
2709
Horizon Bancorp
Indiana
$28K +$8.5K +99 +39%
PJC
2710
Phillip James Consulting
Minnesota
$28K +$30.7K +357 New
SIS
2711
Strategic Investment Solutions
Illinois
$27.9K
MIM
2712
Meridiem Investment Management
United Kingdom
$27.9K
RPA
2713
Redwood Park Advisors
California
$27.6K +$172 +2 +0.6%
EPIM
2714
Evelyn Partners Investment Management
$27.1K
RTL
2715
Red Tortoise LLC
Georgia
$26.7K
BFPW
2716
BOK Financial Private Wealth
Colorado
$26.1K -$8.59K -100 -23%
SR
2717
Swiss Re
Switzerland
$25.4K
NRG
2718
Nemes Rush Group
Michigan
$25.2K -$687 -8 -2%
AIM
2719
Access Investment Management
Georgia
$25.2K
SFG
2720
Strive Financial Group
Indiana
$25K
NOI
2721
Newton One Investments
Delaware
$24.9K +$172 +2 +0.6%
CWP
2722
Clark Wealth Partners
Illinois
$24.6K +$86 +1 +0.3%
BCM
2723
Berbice Capital Management
New York
$23.9K
CM
2724
Capula Management
Cayman Islands
$23.2K +$25K +291 New
GFA
2725
Godfrey Financial Associates
New York
$22.1K +$945 +11 +4%

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.