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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
CGA
3001
Crescent Grove Advisors
Illinois
-$200K -2,146 Closed
CCA
3002
Catalyst Capital Advisors
New York
-$188K -2,021 Closed
GWM
3003
Greenline Wealth Management
Florida
-$182K -1,952 Closed
WWA
3004
Wealth Watch Advisors
Colorado
-$169K -1,810 Closed
OC
3005
Optima Capital
Oregon
-$154K -1,649 Closed
KBFS
3006
Kohmann Bosshard Financial Services
Ohio
-$144K -1,542 Closed
FC
3007
Family CFO
California
-$126K -1,347 Closed
SA
3008
Strategic Advocates
Utah
-$121K -1,280 Closed
IIM
3009
IFC & Insurance Marketing
California
-$107K -1,153 Closed
IWM
3010
IMG Wealth Management
Florida
-$105K -1,124 Closed
OA
3011
Operose Advisors
Wisconsin
-$93.2K -1,000 Closed
BGWM
3012
Bridge Generations Wealth Management
Florida
-$89.7K -962 Closed
HHMI
3013
Howard Hughes Medical Institute
Maryland
-$63.1K -677 Closed
ASC
3014
Ares Systematic Credit
-$669K -550 Closed
MCM
3015
MidAtlantic Capital Management
Virginia
-$42.1K -452 Closed
CRI
3016
Commonwealth Retirement Investments
Virginia
-$40K -429 Closed
FIM
3017
FWL Investment Management
Texas
-$33.1K -355 Closed
MA
3018
Modus Advisors
Minnesota
-$32.6K -350 Closed
TPBG
3019
Turning Point Benefit Group
Maryland
-$31.2K -335 Closed
QA
3020
Quattro Advisors
Pennsylvania
-$30.4K -326 Closed
TIAAOA
3021
Teachers Insurance & Annuity Association of America
New York
-$27.2K -292 Closed
NL
3022
Navalign LLC
California
-$26K -279 Closed
BC
3023
Bayforest Capital
United Kingdom
-$23.3K -250 Closed
GAMC
3024
Garner Asset Management Corp
Texas
-$23.3K -250 Closed
HHGA
3025
Halbert Hargrove Global Advisors
California
-$21.7K -233 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.