We are live on ! Find out more
WFC icon

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
EWM
2901
Endowment Wealth Management
Wisconsin
-$264K -2,829 Closed
XWL
2902
XXI Wealth LLC
Illinois
-$263K -2,818 Closed
HNWA
2903
Henrickson Nauta Wealth Advisors
Michigan
-$269K -2,792 Closed
ACM
2904
Avalon Capital Management
California
-$256K -2,746 Closed
WWC
2905
Waypoint Wealth Counsel
Georgia
-$256K -2,746 Closed
FA
2906
Faithward Advisors
Pennsylvania
-$255K -2,738 Closed
OA
2907
Oxbow Advisors
Texas
-$252K -2,707 Closed
RA
2908
Riversedge Advisors
Delaware
-$250K -2,685 Closed
AWA
2909
AGH Wealth Advisors
Kansas
-$248K -2,666 Closed
ITB
2910
Idaho Trust Bank
Idaho
-$248K -2,658 Closed
WF
2911
Whelan Financial
California
-$243K -2,604 Closed
CA
2912
Calton & Associates
Florida
-$242K -2,595 Closed
LT
2913
Legacy Trust
Michigan
-$241K -2,586 Closed
BB
2914
Bell Bank
North Dakota
-$239K -2,563 Closed
HIS
2915
Harvest Investment Services
Illinois
-$238K -2,553 Closed
GAM
2916
Gemmer Asset Management
California
-$236K -2,535 Closed
GFM
2917
GF Fund Management
China
-$235K -2,517 Closed
PFM
2918
Phillips Financial Management
Indiana
-$234K -2,516 Closed
MWP
2919
Meridian Wealth Partners
Pennsylvania
-$233K -2,501 Closed
NAMM
2920
NorthStar Asset Management (Massachusetts)
Massachusetts
-$233K -2,501 Closed
BWM
2921
Buckley Wealth Management
Nevada
-$233K -2,500 Closed
VCM
2922
Violich Capital Management
California
-$233K -2,500 Closed
CWA
2923
CogentBlue Wealth Advisors
Tennessee
-$232K -2,492 Closed
FAN
2924
Financial Advisors Network
California
-$232K -2,491 Closed
ACA
2925
Aspire Capital Advisors
Washington
-$232K -2,486 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.