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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
FF
2976
Formulate Financial
Florida
-$202K -2,170 Closed
RWB
2977
RMR Wealth Builders
New Jersey
-$202K -2,169 Closed
AWM
2978
Act Wealth Management
Texas
-$202K -2,167 Closed
ACM
2979
AUA Capital Management
Pennsylvania
-$202K -2,163 Closed
MFS
2980
McNamara Financial Services
Massachusetts
-$202K -2,163 Closed
NRW
2981
Nova R Wealth
Kansas
-$202K -2,163 Closed
FWP
2982
Fiduciary Wealth Partners
Massachusetts
-$201K -2,157 Closed
S
2983
SharpePoint
Arizona
-$201K -2,153 Closed
PWMG
2984
Pinnacle Wealth Management Group
Michigan
-$200K -2,150 Closed
SFP
2985
Shepherd Financial Partners
Massachusetts
-$200K -2,150 Closed
CGA
2986
Crescent Grove Advisors
Illinois
-$200K -2,146 Closed
CCA
2987
Catalyst Capital Advisors
New York
-$188K -2,021 Closed
GWM
2988
Greenline Wealth Management
Florida
-$182K -1,952 Closed
WWA
2989
Wealth Watch Advisors
Colorado
-$169K -1,810 Closed
OC
2990
Optima Capital
Oregon
-$154K -1,649 Closed
KBFS
2991
Kohmann Bosshard Financial Services
Ohio
-$144K -1,542 Closed
FC
2992
Family CFO
California
-$126K -1,347 Closed
SA
2993
Strategic Advocates
Utah
-$121K -1,280 Closed
IIM
2994
IFC & Insurance Marketing
California
-$107K -1,153 Closed
IWM
2995
IMG Wealth Management
Florida
-$105K -1,124 Closed
OA
2996
Operose Advisors
Wisconsin
-$93.2K -1,000 Closed
BGWM
2997
Bridge Generations Wealth Management
Florida
-$89.7K -962 Closed
HHMI
2998
Howard Hughes Medical Institute
Maryland
-$63.1K -677 Closed
ASC
2999
Ares Systematic Credit
-$669K -550 Closed
MCM
3000
MidAtlantic Capital Management
Virginia
-$42.1K -452 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.