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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
MFS
2876
Mirabella Financial Services
United Kingdom
-$495K -5,310 Closed
HCA
2877
Heck Capital Advisors
Wisconsin
-$451K -4,839 Closed
MAM
2878
Martingale Asset Management
Massachusetts
-$440K -4,721 Closed
TFCP
2879
Twin Focus Capital Partners
Massachusetts
-$403K -4,326 Closed
SRL
2880
Scientech Research LLC
New Jersey
-$395K -4,238 Closed
FA
2881
Fedenia Advisers
Wisconsin
-$387K -4,155 Closed
BI
2882
Bramshill Investments
Florida
-$373K -4,000 Closed
AWC
2883
Abundance Wealth Counselors
Pennsylvania
-$343K -3,680 Closed
HWMO
2884
Heritage Wealth Management (Ohio)
Ohio
-$334K -3,580 Closed
PSP
2885
Pacific Sage Partners
Washington
-$325K -3,489 Closed
WWM
2886
Westwood Wealth Management
California
-$324K -3,473 Closed
FWP
2887
Flatrock Wealth Partners
California
-$308K -3,307 Closed
KOMWMG
2888
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$298K -3,196 Closed
CMF
2889
Counterpoint Mutual Funds
California
-$291K -3,121 Closed
EV
2890
EJMK Ventures
Illinois
-$291K -3,121 Closed
TAFW
2891
Tred Avon Family Wealth
Maryland
-$284K -3,050 Closed
SHWM
2892
Smith & Howard Wealth Management
Georgia
-$283K -3,040 Closed
EFSCE
2893
Enterprise Financial Services Corp (EFSC)
Missouri
-$281K -3,014 Closed
FA
2894
Fiducient Advisors
Illinois
-$281K -3,010 Closed
CAM
2895
CPA Asset Management
Florida
-$280K -3,003 Closed
CAM
2896
Cozad Asset Management
Illinois
-$279K -2,997 Closed
JWM
2897
Jessup Wealth Management
Ohio
-$275K -2,954 Closed
SFG
2898
Sunburst Financial Group
Alabama
-$269K -2,886 Closed
AWA
2899
A4 Wealth Advisors
North Carolina
-$266K -2,856 Closed
TWP
2900
Tempus Wealth Planning
California
-$264K -2,833 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.