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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
BFS
2751
Bare Financial Services
Pennsylvania
$13.5K +$8.76K +102 +150%
AP
2752
Aspect Partners
Virginia
$13.5K -$4.64K -54 -24%
IAS
2753
IMA Advisory Services
Colorado
$13.2K
IUHSA
2754
Itau Unibanco Holding S.A.
Brazil
$13.1K +$14.1K +164 New
WWM
2755
Wolff Wiese Magana
California
$12.7K
BC
2756
Broadwater Capital
Massachusetts
$12.4K
AEPWM
2757
Atlantic Edge Private Wealth Management
Florida
$11.9K
SC
2758
Swan Capital
Florida
$11.9K
PS
2759
PayPay Securities
Japan
$11.6K +$2.66K +31 +28%
EPAM
2760
Evelyn Partners Asset Management
$11.5K
EWM
2761
Evolution Wealth Management
Florida
$11.3K +$10.8K +126 +788%
IA
2762
IFS Advisors
Kansas
$9.39K
CWA
2763
Carolina Wealth Advisors
South Carolina
$9K
UFPG
2764
United Financial Planning Group
New York
$8.76K -$429 -5 -4%
T
2765
Transce3nd
Texas
$8.68K -$1.03K -12 -10%
GFL
2766
Granite FO LLC
New Hampshire
$8.6K
DWM
2767
Darwin Wealth Management
Florida
$8.56K
LFA
2768
LGT Financial Advisors
Texas
$8.52K
BA
2769
Bard Associates
Illinois
$8.44K +$7.82K +91 +607%
MWM
2770
Magnolia Wealth Management
Alabama
$8.44K +$9.1K +106 New
DFA
2771
DHJJ Financial Advisors
Illinois
$8.39K
MAS
2772
MPWM Advisory Solutions
Georgia
$8.28K
WA
2773
WestEnd Advisors
North Carolina
$8.28K
YP
2774
YANKCOM Partnership
South Dakota
$8.2K
MAM
2775
Marquette Asset Management
Minnesota
$8.12K -$14.8K -172 -63%

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.