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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
CWA
2751
Carolina Wealth Advisors
South Carolina
$9K
UFPG
2752
United Financial Planning Group
New York
$8.76K -$429 -5 -4%
T
2753
Transce3nd
Texas
$8.68K -$1.03K -12 -10%
GFL
2754
Granite FO LLC
New Hampshire
$8.6K
DWM
2755
Darwin Wealth Management
Florida
$8.56K
LFA
2756
LGT Financial Advisors
Texas
$8.52K
BA
2757
Bard Associates
Illinois
$8.44K +$7.82K +91 +607%
MWM
2758
Magnolia Wealth Management
Alabama
$8.44K +$9.1K +106 New
DFA
2759
DHJJ Financial Advisors
Illinois
$8.39K
MAS
2760
MPWM Advisory Solutions
Georgia
$8.28K
WA
2761
WestEnd Advisors
North Carolina
$8.28K
YP
2762
YANKCOM Partnership
South Dakota
$8.2K
MAM
2763
Marquette Asset Management
Minnesota
$8.12K -$14.8K -172 -63%
EAM
2764
Eukles Asset Management
Ohio
$8.04K
MBFW
2765
Morton Brown Family Wealth
Pennsylvania
$7.96K
TLA
2766
Tanglewood Legacy Advisors
Texas
$7.96K
NA
2767
Networth Advisors
Pennsylvania
$7.96K +$8.59K +100 New
BWM
2768
Benson Wealth Management
Tennessee
$7.88K
TFM
2769
TFC Financial Management
Massachusetts
$7.4K
PWA
2770
Provenance Wealth Advisors
Florida
$7.08K
PSFG
2771
Park Square Financial Group
Georgia
$7.01K -$31.9K -371 -81%
PS
2772
Pinney & Scofield
Massachusetts
$6.53K -$8.5K -99 -55%
IW
2773
Imprint Wealth
South Carolina
$6.37K -$12.2K -142 -64%
KCM
2774
Key Capital Management
Tennessee
$6.21K +$1.55K +18 +30%
SFAM
2775
Sawyer Falduto Asset Management
Illinois
$6.04K

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.