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Wells Fargo

2,801 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, 1,046 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: 2,8962,801 (-95)

11% less repeat investments, than reductions

Existing positions increased: 1,046 | 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
2,801
Holders Change
-95
Holders Change %
-3.28%
% of All Funds
34.45%
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
1,046
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
BFA
2926
Bright Financial Advisors
Michigan
-$225K -2,411 Closed
WSWA
2927
Warren Street Wealth Advisors
California
-$224K -2,404 Closed
GD
2928
Grandfield & Dodd
New York
-$223K -2,391 Closed
CCA
2929
Cora Capital Advisors
New Jersey
-$223K -2,389 Closed
HCA
2930
Harbour Capital Advisors
Virginia
-$227K -2,386 Closed
WAS
2931
Wealth Advisory Solutions
Indiana
-$222K -2,380 Closed
ZCP
2932
Z3 Capital Partners
Virginia
-$222K -2,379 Closed
CWL
2933
Causey Wealth LLC
Colorado
-$221K -2,373 Closed
FWP
2934
Falcon Wealth Planning
California
-$221K -2,373 Closed
FA
2935
FDx Advisors
Illinois
-$221K -2,371 Closed
ANBOT
2936
American National Bank of Texas
Texas
-$221K -2,370 Closed
ZWA
2937
Zinnia Wealth Advisory
Florida
-$220K -2,364 Closed
KSWWM
2938
Keyes Stange & Wooten Wealth Management
Florida
-$220K -2,363 Closed
SGFG
2939
Silver Grove Financial Group
New York
-$220K -2,360 Closed
CIP
2940
Capital Insight Partners
Arizona
-$220K -2,359 Closed
BCP
2941
Berkeley Capital Partners
Georgia
-$219K -2,355 Closed
DFS
2942
Dixon Fnancial Services
California
-$219K -2,355 Closed
GFPC
2943
Global Financial Private Client
Florida
-$219K -2,355 Closed
TC
2944
T3 Companies
New York
-$202K -2,350 Closed
VC
2945
Veracity Capital
Georgia
-$218K -2,344 Closed
MWM
2946
Madrid Wealth Management
New Mexico
-$218K -2,340 Closed
VIA
2947
Victrix Investment Advisors
Florida
-$218K -2,339 Closed
DIM
2948
DLK Investment Management
California
-$217K -2,333 Closed
TA
2949
TFB Advisors
Kansas
-$217K -2,331 Closed
MC
2950
Middleton & Co
Massachusetts
-$215K -2,310 Closed

WFC Hedge Fund Activity: Q1 2026 in Review

2,801 of the 8,130 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 1,046 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.

  • 2,801 institutional investors held Wells Fargo (WFC) as of Q1 2026, down from 2,896 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.