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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
PPW
676
Parcion Private Wealth
Washington
$4.6M +$7.3K +85 +0.1%
GIC
677
Generali Investments CEE
Czech Republic
$4.58M +$1.16M +13,517 +31%
AWM
678
Avior Wealth Management
Nebraska
$4.57M +$426K +4,959 +9%
HZ
679
Hixon Zuercher
Ohio
$4.54M -$15.3K -178 -0.3%
RVM
680
Robinson Value Management
Texas
$4.52M -$51.3K -597 -1%
AIM
681
Adapt Investment Managers
Switzerland
$4.51M +$4.87M +56,662 New
FPAS
682
Focus Partners Advisor Solutions
Missouri
$4.5M +$510K +5,935 +12%
GWM
683
Geneos Wealth Management
Colorado
$4.49M +$68.9K +802 +1%
GP
684
Guardian Partners
Canada
$4.49M -$159K -1,849 -3%
BBHC
685
Brown Brothers Harriman & Co
New York
$4.49M +$133K +1,545 +3%
CF
686
Centaurus Financial
California
$4.49M +$65.2K +759 +1%
GWMR
687
GC Wealth Management RIA
Massachusetts
$4.48M -$216K -2,514 -4%
SF
688
Slagle Financial
Illinois
$4.47M +$214K +2,489 +5%
AC
689
Asio Capital
Kentucky
$4.46M +$182K +2,119 +4%
LDB
690
Lee, Danner & Bass
Tennessee
$4.42M -$50.7K -590 -1%
LBC
691
Lowe Brockenbrough & Co
Virginia
$4.42M -$72.8K -847 -2%
SFM
692
Signet Financial Management
New Jersey
$4.4M -$68.8K -801 -1%
BEI
693
Benjamin Edwards Inc
Missouri
$4.4M +$812K +9,450 +21%
CAG
694
Crestwood Advisors Group
Massachusetts
$4.4M -$350K -4,075 -7%
AWA
695
Arkadios Wealth Advisors
Georgia
$4.37M +$287K +3,336 +6%
FNA
696
First National Advisers
Nebraska
$4.36M -$682K -7,936 -13%
BP
697
Ballentine Partners
Massachusetts
$4.36M +$875K +10,184 +23%
HAG
698
HF Advisory Group
Maryland
$4.35M -$27.4K -319 -0.6%
JHCP
699
Jackson Hole Capital Partners
Oklahoma
$4.33M +$23K +268 +0.5%
NB
700
Nicolet Bankshares
Wisconsin
$4.33M +$3.1M +36,112 +202%

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.