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Wells Fargo

2,803 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, 1,048 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: 2,8972,803 (-94)

11% less repeat investments, than reductions

Existing positions increased: 1,048 | 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
2,803
Holders Change
-94
Holders Change %
-3.24%
% 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
1,048
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
SFAM
2776
Sawyer Falduto Asset Management
Illinois
$6.04K
GJIA
2777
Glass Jacobson Investment Advisors
Maryland
$6.02K +$86 +1 +1%
TBFA
2778
Three Bearings Fiduciary Advisors
New Hampshire
$5.41K
TM
2779
Torren Management
California
$5.28K -$9.71K -113 -63%
CW
2780
Curio Wealth
Maryland
$5.17K +$5.58K +65 New
OCM
2781
Osbon Capital Management
Massachusetts
$5.02K +$4.72K +55 +688%
CF
2782
Conquis Financial
California
$4.99K
OW
2783
Olistico Wealth
Oklahoma
$4.38K
DI
2784
DAGCO Inc
Ohio
$3.98K
MTIM
2785
Marathon Trading Investment Management
Pennsylvania
$3.98K -$5.12M -59,617 -100%
BT
2786
Banque Transatlantique
France
$3.5K +$3.78K +44 New
IPS
2787
Investors Portfolio Services
Washington
$3.4K +$429 +5 +13%
HIA
2788
HFM Investment Advisors
New Jersey
$3.26K -$258 -3 -7%
CIAS
2789
CBIZ Investment Advisory Services
Ohio
$2.87K -$47.2K -550 -94%
GWSA
2790
Global Wealth Strategies & Associates
Colorado
$2.79K +$3.01K +35 New
FF
2791
Friedenthal Financial
New Jersey
$2.66K
NRWA
2792
North Ridge Wealth Advisors
Oregon
$2.39K
DCM
2793
Davis Capital Management
Florida
$2.39K -$86 -1 -3%
DF
2794
DecisionPoint Financial
Arizona
$2.15K
MPW
2795
MASECO Private Wealth
$2.09K -$8.33K -97 -79%
DWS
2796
Dynamic Wealth Strategies
California
$1.99K +$2.15K +25 New
SA
2797
Seneschal Advisors
Washington
$1.91K
NL
2798
NorthAvenue LLC
Ohio
$1.27K
MFP
2799
Meramec Financial Planners
Missouri
$1.23K -$128K -1,485 -99%
UFF
2800
USA Financial Formulas
Michigan
$796

WFC Hedge Fund Activity: Q1 2026 in Review

2,803 of the 8,133 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 1,048 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.

  • 2,803 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.