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Wells Fargo

2,857 hedge funds and large institutions have $193B invested in Wells Fargo in 2026 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,079 increasing their positions, 1,132 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 113

2% more funds holding

Funds holding: 2,8142,857 (+43)

1.23% more ownership

Funds ownership: 75.03%76.25% (+1.2%)

5% more capital invested

Capital invested by funds: $184B → $193B (+$8.83B)

5% less repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 1,132

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

30% less call options, than puts

Call options by funds: $2.75B | Put options by funds: $3.91B

Holders
2,857
Holders Change
+43
Holders Change %
+1.53%
% of All Funds
34.53%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.62%
New
206
Increased
1,079
Reduced
1,132
Closed
113
Calls
$2.75B
Puts
$3.91B
Net Calls
-$1.16B
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2951
Opal Wealth Advisors
New York
-$52.4K -659 Closed
NI
2952
NCP Inc
California
-$47.9K -602 Closed
LWMI
2953
Legacy Wealth Management (Idaho)
Idaho
-$45K -565 Closed
CFG
2954
Clayton Financial Group
Missouri
-$44K -553 Closed
SA
2955
Scarborough Advisors
Maryland
-$36.4K -457 Closed
PWA
2956
Portus Wealth Advisors
North Carolina
-$33.1K -420 Closed
BCM
2957
Berbice Capital Management
New York
-$23.9K -300 Closed
CM
2958
Capula Management
Cayman Islands
-$23.2K -291 Closed
CCM
2959
Copeland Capital Management
Pennsylvania
-$20.5K -258 Closed
IWS
2960
Intentional Wealth Strategies
Colorado
-$20.4K -256 Closed
HIC
2961
Hamrick Investment Counsel
Washington
-$18K -226 Closed
IUHSA
2962
Itau Unibanco Holding S.A.
Brazil
-$13.1K -164 Closed
LFA
2963
LGT Financial Advisors
Texas
-$8.52K -107 Closed
MWM
2964
Magnolia Wealth Management
Alabama
-$8.44K -106 Closed
PSFG
2965
Park Square Financial Group
Georgia
-$7.01K -88 Closed
CW
2966
Curio Wealth
Maryland
-$5.17K -65 Closed
DI
2967
DAGCO Inc
Ohio
-$3.98K -50 Closed
GWSA
2968
Global Wealth Strategies & Associates
Colorado
-$2.79K -35 Closed
MPW
2969
MASECO Private Wealth
-$2.09K -26 Closed
MFP
2970
Meramec Financial Planners
Missouri
-$1.23K -15 Closed
UFF
2971
USA Financial Formulas
Michigan
-$796 -10 Closed

WFC Hedge Fund Activity: Q2 2026 in Review

2,857 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2026, worth a combined $193B — up 4.8% from $184B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new WFC positions and 113 closed out — a net gain of 93 holders — while 1,079 added to existing stakes and 1,132 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $684M. The largest seller was Wellington Management Group, cutting an estimated $2.12B.

  • 2,857 institutional investors held Wells Fargo (WFC) as of Q2 2026, up from 2,814 in Q1 2026.
  • Funds reported $193B of Wells Fargo stock for Q2 2026, up 4.8% quarter-over-quarter.
  • 206 funds opened new Wells Fargo positions in Q2 2026 and 113 closed out, a net change of +93 holders.
  • The largest Wells Fargo buyer in Q2 2026 was Arrowstreet Capital, an estimated $684M added.
  • The largest Wells Fargo seller in Q2 2026 was Wellington Management Group, an estimated $2.12B sold.

Based on aggregated 13F filings for Q2 2026.