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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
KOMWMG
2876
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$298K -3,196 Closed
CMF
2877
Counterpoint Mutual Funds
California
-$291K -3,121 Closed
EV
2878
EJMK Ventures
Illinois
-$291K -3,121 Closed
TAFW
2879
Tred Avon Family Wealth
Maryland
-$284K -3,050 Closed
SHWM
2880
Smith & Howard Wealth Management
Georgia
-$283K -3,040 Closed
EFSCE
2881
Enterprise Financial Services Corp (EFSC)
Missouri
-$281K -3,014 Closed
FA
2882
Fiducient Advisors
Illinois
-$281K -3,010 Closed
CAM
2883
CPA Asset Management
Florida
-$280K -3,003 Closed
CAM
2884
Cozad Asset Management
Illinois
-$279K -2,997 Closed
JWM
2885
Jessup Wealth Management
Ohio
-$275K -2,954 Closed
SFG
2886
Sunburst Financial Group
Alabama
-$269K -2,886 Closed
AWA
2887
A4 Wealth Advisors
North Carolina
-$266K -2,856 Closed
TWP
2888
Tempus Wealth Planning
California
-$264K -2,833 Closed
EWM
2889
Endowment Wealth Management
Wisconsin
-$264K -2,829 Closed
XWL
2890
XXI Wealth LLC
Illinois
-$263K -2,818 Closed
HNWA
2891
Henrickson Nauta Wealth Advisors
Michigan
-$269K -2,792 Closed
ACM
2892
Avalon Capital Management
California
-$256K -2,746 Closed
WWC
2893
Waypoint Wealth Counsel
Georgia
-$256K -2,746 Closed
FA
2894
Faithward Advisors
Pennsylvania
-$255K -2,738 Closed
OA
2895
Oxbow Advisors
Texas
-$252K -2,707 Closed
RA
2896
Riversedge Advisors
Delaware
-$250K -2,685 Closed
AWA
2897
AGH Wealth Advisors
Kansas
-$248K -2,666 Closed
ITB
2898
Idaho Trust Bank
Idaho
-$248K -2,658 Closed
WF
2899
Whelan Financial
California
-$243K -2,604 Closed
CA
2900
Calton & Associates
Florida
-$242K -2,595 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.