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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
CAS
2851
Coppell Advisory Solutions
Texas
-$2.72M -28,815 Closed
BWM
2852
Bluebird Wealth Management
Massachusetts
-$2.56M -27,484 Closed
CTC (Chicago Trading Company)
2853
CTC (Chicago Trading Company)
Illinois
-$2.42M -25,963 Closed
SMA
2854
Sage Mountain Advisors
Georgia
-$2.16M -23,217 Closed
SP
2855
Sherman Porfolios
Idaho
-$2.09M -22,374 Closed
AC
2856
Annandale Capital
Texas
-$1.6M -17,164 Closed
SIM
2857
Sterling Investment Management
Arizona
-$1.4M -15,071 Closed
I
2858
INVST
Indiana
-$1.33M -14,294 Closed
Q
2859
QVR
California
-$1.2M -13,982 Closed
IFU
2860
iSAM Funds (UK)
United Kingdom
-$1.26M -13,567 Closed
DFCM
2861
Dark Forest Capital Management
Puerto Rico
-$1.1M -11,807 Closed
BIP
2862
Blueprint Investment Partners
North Carolina
-$1.02M -10,994 Closed
VIP
2863
Vista Investment Partners
Oklahoma
-$872K -9,356 Closed
MCC
2864
Money Concepts Capital
Florida
-$799K -8,569 Closed
SIM
2865
Sentry Investment Management
Wisconsin
-$780K -8,367 Closed
SFWC
2866
Strategic Family Wealth Counselors
New Jersey
-$702K -8,105 Closed
BIG
2867
Brookwood Investment Group
Arizona
-$743K -7,973 Closed
SPWM
2868
Spartan Planning & Wealth Management
North Carolina
-$600K -6,434 Closed
SC
2869
Schulhoff & Co
Ohio
-$588K -6,309 Closed
NP
2870
Ninepoint Partners
Ontario, Canada
-$548K -5,879 Closed
GCA
2871
Gallagher Capital Advisors
Texas
-$538K -5,765 Closed
TPA
2872
Trivium Point Advisory
Connecticut
-$532K -5,711 Closed
CGPCS
2873
Capital Group Private Client Services
California
-$525K -5,633 Closed
GWM
2874
GK Wealth Management
Nevada
-$498K -5,339 Closed
OC
2875
Opal Capital
Florida
-$504K -5,324 Closed

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.