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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
BIP
2851
Blueprint Investment Partners
North Carolina
-$1.02M -10,994 Closed
VIP
2852
Vista Investment Partners
Oklahoma
-$872K -9,356 Closed
MCC
2853
Money Concepts Capital
Florida
-$799K -8,569 Closed
SIM
2854
Sentry Investment Management
Wisconsin
-$780K -8,367 Closed
SFWC
2855
Strategic Family Wealth Counselors
New Jersey
-$702K -8,105 Closed
BIG
2856
Brookwood Investment Group
Arizona
-$743K -7,973 Closed
SPWM
2857
Spartan Planning & Wealth Management
North Carolina
-$600K -6,434 Closed
SC
2858
Schulhoff & Co
Ohio
-$588K -6,309 Closed
GCA
2859
Gallagher Capital Advisors
Texas
-$538K -5,765 Closed
TPA
2860
Trivium Point Advisory
Connecticut
-$532K -5,711 Closed
CGPCS
2861
Capital Group Private Client Services
California
-$525K -5,633 Closed
GWM
2862
GK Wealth Management
Nevada
-$498K -5,339 Closed
OC
2863
Opal Capital
Florida
-$504K -5,324 Closed
MFS
2864
Mirabella Financial Services
United Kingdom
-$495K -5,310 Closed
HCA
2865
Heck Capital Advisors
Wisconsin
-$451K -4,839 Closed
MAM
2866
Martingale Asset Management
Massachusetts
-$440K -4,721 Closed
TFCP
2867
Twin Focus Capital Partners
Massachusetts
-$403K -4,326 Closed
SRL
2868
Scientech Research LLC
New Jersey
-$395K -4,238 Closed
FA
2869
Fedenia Advisers
Wisconsin
-$387K -4,155 Closed
BI
2870
Bramshill Investments
Florida
-$373K -4,000 Closed
AWC
2871
Abundance Wealth Counselors
Pennsylvania
-$343K -3,680 Closed
HWMO
2872
Heritage Wealth Management (Ohio)
Ohio
-$334K -3,580 Closed
PSP
2873
Pacific Sage Partners
Washington
-$325K -3,489 Closed
WWM
2874
Westwood Wealth Management
California
-$324K -3,473 Closed
FWP
2875
Flatrock Wealth Partners
California
-$308K -3,307 Closed

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.