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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
SCTC
851
Sanibel Captiva Trust Company
Florida
$2.62M +$285K +3,314 +11%
SWASL
852
Spartan Wealth Advisory Services LLC
Michigan
$2.61M +$2.82M +32,847 New
NAAA
853
New Age Alpha Advisors
New York
$2.6M -$88.5K -1,030 -3%
AFW
854
Avantra Family Wealth
Pennsylvania
$2.6M +$83.9K +977 +3%
IWM
855
Iams Wealth Management
Nebraska
$2.6M +$440K +5,124 +19%
ICM
856
Islay Capital Management
Texas
$2.6M +$137K +1,593 +5%
SWM
857
Shrier Wealth Management
California
$2.6M +$59.8K +696 +2%
MAWCM
858
Mine & Arao Wealth Creation & Management
California
$2.58M -$5.07K -59 -0.2%
NCM
859
Northside Capital Management
Oregon
$2.57M
EFM
860
E Fund Management
China
$2.57M +$2.77M +32,265 New
AG
861
Advocate Group
Minnesota
$2.55M -$29.8K -347 -1%
NW
862
Naviter Wealth
Arkansas
$2.54M +$31.7K +369 +1%
LCM
863
Legato Capital Management
California
$2.53M -$3.55M -41,377 -78%
TSWM
864
Triangle Securities Wealth Management
North Carolina
$2.53M -$2.94M -34,226 -52%
SLFPAM
865
St. Louis Financial Planners Asset Management
Missouri
$2.52M +$6.01K +70 +0.2%
GWM
866
Gibbs Wealth Management
Georgia
$2.52M +$1.16M +13,514 +75%
CIC
867
Carnegie Investment Counsel
Ohio
$2.51M +$87.6K +1,020 +3%
TFS
868
Thoroughbred Financial Services
Tennessee
$2.51M -$47.8K -556 -2%
TPW
869
Talon Private Wealth
Florida
$2.51M +$2.7M +31,477 New
EWA
870
EverSource Wealth Advisors
Alabama
$2.5M +$401K +4,674 +17%
LAM
871
Lummis Asset Management
Texas
$2.49M -$125K -1,461 -4%
WP
872
WealthShield Partners
North Carolina
$2.48M +$139K +1,618 +5%
JSW
873
Journey Strategic Wealth
New Jersey
$2.47M +$510K +5,943 +24%
BAAM
874
Baker Avenue Asset Management
California
$2.46M +$247K +2,874 +10%
GM
875
GeoWealth Management
Illinois
$2.46M -$253K -2,950 -9%

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.