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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
34.52%
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
CAG
701
Crestwood Advisors Group
Massachusetts
$4.57M +$1.69K +21 +0%
UAM
702
Unison Asset Management
Florida
$4.56M -$1.02M -12,635 -19%
TP
703
TritonPoint Partners
Maryland
$4.55M +$2.96M +36,829 +203%
MIH
704
Meitav Investment House
Israel
$4.54M +$4.41M +54,877 New
LBC
705
Lowe Brockenbrough & Co
Virginia
$4.53M -$55.9K -696 -1%
TPI
706
Trust Point Inc
Wisconsin
$4.52M +$204K +2,544 +5%
BC
707
Burney Company
Virginia
$4.5M -$3.44M -42,837 -44%
XT
708
XTX Topco
Cayman Islands
$4.5M +$2.01M +24,987 +85%
NB
709
Nicolet Bankshares
Wisconsin
$4.5M -$113K -1,400 -3%
GWMR
710
GC Wealth Management RIA
Massachusetts
$4.5M -$148K -1,836 -3%
MLL
711
Moody Lynn & Lieberson
Massachusetts
$4.49M -$11.4M -142,131 -72%
LS
712
Livforsakringsbolaget Skandia
Sweden
$4.49M +$1.49M +18,500 +52%
AWM
713
Avior Wealth Management
Nebraska
$4.48M -$261K -3,246 -6%
GLR
714
Great Lakes Retirement
Ohio
$4.46M +$59.4K +739 +1%
PCA
715
Pallas Capital Advisors
Massachusetts
$4.42M +$705K +8,778 +20%
TW
716
TritonPoint Wealth
Maryland
$4.38M -$4.46M -55,475 -51%
BP
717
Ballentine Partners
Massachusetts
$4.38M -$144K -1,795 -3%
TCA
718
Transcend Capital Advisors
New Jersey
$4.33M +$575K +7,159 +16%
CIA
719
Cohen Investment Advisors
New Hampshire
$4.32M -$22.4K -279 -0.5%
WC
720
Wynn Capital
Georgia
$4.31M -$7.63K -95 -0.2%
GIA
721
Gladstone Institutional Advisory
Florida
$4.3M +$294K +3,660 +8%
SCM
722
Schnieders Capital Management
California
$4.29M +$193K +2,402 +5%
CNC
723
Citizens & Northern Corp
Pennsylvania
$4.28M +$4.16M +51,763 New
TG
724
TCW Group
California
$4.28M +$18.8K +234 +0.5%
PGFC
725
Peapack-Gladstone Financial Corp
New Jersey
$4.27M -$68.8K -856 -2%

WFC Hedge Fund Activity: Q2 2026 in Review

2,857 of the 8,277 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.