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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
TDB
2976
Thompson David Blair
-$211K -2,262 Closed
AWM
2977
Accel Wealth Management
Iowa
-$210K -2,254 Closed
CFS
2978
Commonwealth Financial Services
West Virginia
-$209K -2,245 Closed
PCWA
2979
Pacific Capital Wealth Advisors
California
-$209K -2,245 Closed
RIA
2980
Realta Investment Advisors
Delaware
-$208K -2,233 Closed
SDAM
2981
Shulman DeMeo Asset Management
New York
-$207K -2,220 Closed
SA
2982
Strategic Advisors
New York
-$207K -2,220 Closed
RE
2983
Rydar Equities
Texas
-$207K -2,216 Closed
CST
2984
Charles Schwab Trust
Nevada
-$206K -2,213 Closed
LC
2985
LCNB Corp
Ohio
-$206K -2,207 Closed
IHL
2986
Investment House LLC
California
-$205K -2,200 Closed
OCPWS
2987
One Charles Private Wealth Services
Massachusetts
-$204K -2,185 Closed
SIG
2988
Spinnaker Investment Group
California
-$204K -2,184 Closed
TBT
2989
Texas Bank & Trust
Texas
-$203K -2,183 Closed
KPWM
2990
KDK Private Wealth Management
Texas
-$202K -2,171 Closed
FF
2991
Formulate Financial
Florida
-$202K -2,170 Closed
RWB
2992
RMR Wealth Builders
New Jersey
-$202K -2,169 Closed
AWM
2993
Act Wealth Management
Texas
-$202K -2,167 Closed
ACM
2994
AUA Capital Management
Pennsylvania
-$202K -2,163 Closed
MFS
2995
McNamara Financial Services
Massachusetts
-$202K -2,163 Closed
NRW
2996
Nova R Wealth
Kansas
-$202K -2,163 Closed
FWP
2997
Fiduciary Wealth Partners
Massachusetts
-$201K -2,157 Closed
S
2998
SharpePoint
Arizona
-$201K -2,153 Closed
PWMG
2999
Pinnacle Wealth Management Group
Michigan
-$200K -2,150 Closed
SFP
3000
Shepherd Financial Partners
Massachusetts
-$200K -2,150 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.