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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
MHB
2951
Midwest Heritage Bank
Iowa
-$215K -2,307 Closed
FCG
2952
Fielder Capital Group
Tennessee
-$214K -2,301 Closed
APIM
2953
Agate Pass Investment Management
Washington
-$214K -2,300 Closed
CSA
2954
Cornerstone Select Advisors
Missouri
-$214K -2,296 Closed
FL
2955
FreeGulliver LLC
Louisiana
-$213K -2,283 Closed
PCMF
2956
Private Capital Management (Florida)
Florida
-$212K -2,277 Closed
PIN
2957
Prudent Investors Network
California
-$211K -2,269 Closed
QWM
2958
QP Wealth Management
New Jersey
-$211K -2,268 Closed
LBC
2959
Leigh Baldwin & Co
New York
-$211K -2,267 Closed
RCI
2960
RS Crum Inc
California
-$211K -2,267 Closed
SCM
2961
Stordahl Capital Management
Colorado
-$211K -2,264 Closed
AWM
2962
Accel Wealth Management
Iowa
-$210K -2,254 Closed
CFS
2963
Commonwealth Financial Services
West Virginia
-$209K -2,245 Closed
PCWA
2964
Pacific Capital Wealth Advisors
California
-$209K -2,245 Closed
RIA
2965
Realta Investment Advisors
Delaware
-$208K -2,233 Closed
SDAM
2966
Shulman DeMeo Asset Management
New York
-$207K -2,220 Closed
SA
2967
Strategic Advisors
New York
-$207K -2,220 Closed
RE
2968
Rydar Equities
Texas
-$207K -2,216 Closed
CST
2969
Charles Schwab Trust
Nevada
-$206K -2,213 Closed
LC
2970
LCNB Corp
Ohio
-$206K -2,207 Closed
IHL
2971
Investment House LLC
California
-$205K -2,200 Closed
OCPWS
2972
One Charles Private Wealth Services
Massachusetts
-$204K -2,185 Closed
SIG
2973
Spinnaker Investment Group
California
-$204K -2,184 Closed
TBT
2974
Texas Bank & Trust
Texas
-$203K -2,183 Closed
KPWM
2975
KDK Private Wealth Management
Texas
-$202K -2,171 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.