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Wells Fargo

2,857 hedge funds and large institutions have $193B invested in Wells Fargo in 2026 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,079 increasing their positions, 1,132 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 113

2% more funds holding

Funds holding: 2,8142,857 (+43)

1.23% more ownership

Funds ownership: 75.03%76.25% (+1.2%)

5% more capital invested

Capital invested by funds: $184B → $193B (+$8.83B)

5% less repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 1,132

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

30% less call options, than puts

Call options by funds: $2.75B | Put options by funds: $3.91B

Holders
2,857
Holders Change
+43
Holders Change %
+1.53%
% of All Funds
34.53%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.62%
New
206
Increased
1,079
Reduced
1,132
Closed
113
Calls
$2.75B
Puts
$3.91B
Net Calls
-$1.16B
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
2701
GoalVest Advisory
New York
$45.6K +$3.54K +44 +9%
BTD
2702
BankPlus Trust Department
Mississippi
$45.4K
HFS
2703
Horizon Financial Services
North Carolina
$45.2K -$35.4K -441 -45%
QWM
2704
Quaker Wealth Management
New Jersey
$45.1K +$964 +12 +2%
PP
2705
Paladin Partners
Wisconsin
$44.6K -$80.4K -1,000 -65%
MSWA
2706
Marshall & Sterling Wealth Advisors
New York
$44.2K
TCM
2707
TD Capital Management
Tennessee
$44.1K -$3.54K -44 -8%
SHIM
2708
Stone House Investment Management
Pennsylvania
$44K +$3.13K +39 +8%
NWM
2709
Nova Wealth Management
Florida
$43.3K -$3.62K -45 -8%
BCPWM
2710
Bradley & Co Private Wealth Management
Florida
$43.1K
PWMA
2711
Pension & Wealth Management Advisors
Massachusetts
$42.7K +$41.5K +516 New
KAM
2712
KEB Asset Management
Illinois
$41.9K +$40.8K +508 New
VR
2713
Vision Retirement
New Jersey
$41.3K -$1.04K -13 -3%
AWM
2714
Aberdeen Wealth Management
Illinois
$41.3K +$40.2K +500 New
AW
2715
Ankerstar Wealth
Texas
$41.2K +$884 +11 +2%
VERPA
2716
Virginia Estate & Retirement Planning Advisors
Virginia
$41.1K
LC
2717
Lavaca Capital
Texas
$40.7K -$9.64K -120 -20%
PP
2718
PFS Partners
New Jersey
$40.1K +$80 +1 +0.2%
LAS
2719
Lloyd Advisory Services
Georgia
$38.6K -$41.1K -511 -52%
JFG
2720
JDM Financial Group
Texas
$38.4K
RWM
2721
Raffa Wealth Management
District of Columbia
$37.4K -$4.1K -51 -10%
MWA
2722
Medallion Wealth Advisors
Connecticut
$37.3K -$6.35K -79 -13%
PAM
2723
Parvin Asset Management
South Dakota
$37.2K
EWP
2724
Elevation Wealth Partners
California
$36.7K +$6.03K +75 +20%
BAM
2725
Bellevue Asset Management
Washington
$36.5K +$241 +3 +0.7%

WFC Hedge Fund Activity: Q2 2026 in Review

2,857 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2026, worth a combined $193B — up 4.8% from $184B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new WFC positions and 113 closed out — a net gain of 93 holders — while 1,079 added to existing stakes and 1,132 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $684M. The largest seller was Wellington Management Group, cutting an estimated $2.12B.

  • 2,857 institutional investors held Wells Fargo (WFC) as of Q2 2026, up from 2,814 in Q1 2026.
  • Funds reported $193B of Wells Fargo stock for Q2 2026, up 4.8% quarter-over-quarter.
  • 206 funds opened new Wells Fargo positions in Q2 2026 and 113 closed out, a net change of +93 holders.
  • The largest Wells Fargo buyer in Q2 2026 was Arrowstreet Capital, an estimated $684M added.
  • The largest Wells Fargo seller in Q2 2026 was Wellington Management Group, an estimated $2.12B sold.

Based on aggregated 13F filings for Q2 2026.