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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
EAM
2776
Eukles Asset Management
Ohio
$8.04K
MBFW
2777
Morton Brown Family Wealth
Pennsylvania
$7.96K
TLA
2778
Tanglewood Legacy Advisors
Texas
$7.96K
NA
2779
Networth Advisors
Pennsylvania
$7.96K +$8.59K +100 New
BWM
2780
Benson Wealth Management
Tennessee
$7.88K
TFM
2781
TFC Financial Management
Massachusetts
$7.4K
PWA
2782
Provenance Wealth Advisors
Florida
$7.08K
PSFG
2783
Park Square Financial Group
Georgia
$7.01K -$31.9K -371 -81%
PS
2784
Pinney & Scofield
Massachusetts
$6.53K -$8.5K -99 -55%
IW
2785
Imprint Wealth
South Carolina
$6.37K -$12.2K -142 -64%
KCM
2786
Key Capital Management
Tennessee
$6.21K +$1.55K +18 +30%
SFAM
2787
Sawyer Falduto Asset Management
Illinois
$6.04K
GJIA
2788
Glass Jacobson Investment Advisors
Maryland
$6.02K +$86 +1 +1%
TBFA
2789
Three Bearings Fiduciary Advisors
New Hampshire
$5.41K
TM
2790
Torren Management
California
$5.28K -$9.71K -113 -63%
CW
2791
Curio Wealth
Maryland
$5.17K +$5.58K +65 New
OCM
2792
Osbon Capital Management
Massachusetts
$5.02K +$4.72K +55 +688%
CF
2793
Conquis Financial
California
$4.99K
OW
2794
Olistico Wealth
Oklahoma
$4.38K
DI
2795
DAGCO Inc
Ohio
$3.98K
MTIM
2796
Marathon Trading Investment Management
Pennsylvania
$3.98K -$5.12M -59,617 -100%
BT
2797
Banque Transatlantique
France
$3.5K +$3.78K +44 New
IPS
2798
Investors Portfolio Services
Washington
$3.4K +$429 +5 +13%
HIA
2799
HFM Investment Advisors
New Jersey
$3.26K -$258 -3 -7%
CIAS
2800
CBIZ Investment Advisory Services
Ohio
$2.87K -$47.2K -550 -94%

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.