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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
4WM
801
44 Wealth Management
Oregon
$3.1M -$255K -2,964 -7%
CAM
802
Cidel Asset Management
Ontario, Canada
$3.09M +$410K +4,775 +14%
PCIA
803
Prime Capital Investment Advisors
Kansas
$3.07M -$525K -6,113 -14%
DWM
804
Dynasty Wealth Management
Florida
$3.07M -$17.5K -204 -0.5%
UAS
805
United Asset Strategies
New York
$3.06M +$9.88K +115 +0.3%
EWM
806
Evercore Wealth Management
New York
$3.06M
CCP
807
Cunning Capital Partners
North Carolina
$3.06M
GSEP
808
Golden State Equity Partners
California
$3.06M +$299K +3,482 +10%
UBP
809
Union Bancaire Privee
Switzerland
$3.05M -$893K -10,399 -20%
PAMP
810
Polar Asset Management Partners
Ontario, Canada
$3.04M +$3.28M +38,200 New
I
811
InvesTrust
Oklahoma
$3.03M -$141K -1,636 -4%
FFO
812
Fiduciary Family Office
Florida
$3.02M +$255K +2,965 +8%
AWA
813
Aaron Wealth Advisors
Illinois
$2.99M -$284K -3,303 -8%
AGC
814
Aspen Grove Capital
Colorado
$2.99M -$859 -10 -0%
MGWM
815
Marks Group Wealth Management
Minnesota
$2.99M +$43.3K +504 +1%
YC
816
Yarbrough Capital
Tennessee
$2.98M
CPC
817
Congress Park Capital
New York
$2.97M -$29K -338 -0.9%
GC
818
Grimes & Company
Massachusetts
$2.97M -$108K -1,257 -3%
FSA
819
Franklin Street Advisors
North Carolina
$2.97M -$44.2K -515 -1%
AMM
820
American Money Management
California
$2.95M -$6.44K -75 -0.2%
CICI
821
Capital Investment Counsel Inc
North Carolina
$2.94M -$91.1K -1,061 -3%
KWS
822
Keystone Wealth Services
California
$2.9M +$43.8K +510 +1%
FDP
823
Financiere des Professionnels
Quebec, Canada
$2.89M -$5M -58,166 -62%
FRA
824
Frank Rimerman Advisors
California
$2.87M -$88.2K -1,027 -3%
LS
825
Livforsakringsbolaget Skandia
Sweden
$2.85M +$112K +1,300 +4%

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.