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Wells Fargo

2,802 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, 1,047 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: 2,8972,802 (-95)

11% less repeat investments, than reductions

Existing positions increased: 1,047 | 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
2,802
Holders Change
-95
Holders Change %
-3.28%
% of All Funds
34.46%
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
1,047
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
AAM
876
Auxier Asset Management
Oregon
$2.45M +$16.1K +188 +0.6%
MA
877
Mutual Advisors
Nebraska
$2.45M +$54.2K +631 +2%
WP
878
Westmount Partners
California
$2.44M +$8.93K +104 +0.3%
GIP
879
Granite Investment Partners
California
$2.44M
LFAS
880
Level Four Advisory Services
Texas
$2.43M +$39K +454 +2%
HP
881
Havemeyer Place
Connecticut
$2.43M +$2.62M +30,508 New
CC
882
Chicago Capital
Illinois
$2.43M +$33.5K +390 +1%
CHAM
883
Clear Harbor Asset Management
Connecticut
$2.43M -$60.6K -705 -2%
WGAM
884
Wilkinson Global Asset Management
New York
$2.42M -$64.4K -750 -2%
AIC
885
Argus Investors Counsel
New York
$2.42M -$91.1K -1,061 -3%
SS
886
SBI Securities
Japan
$2.41M -$532K -6,192 -17%
RWP
887
RWA Wealth Partners
Massachusetts
$2.41M +$1.63K +19 +0.1%
RWM
888
Revisor Wealth Management
Ohio
$2.4M -$201K -2,344 -7%
ACL
889
Applied Capital LLC
Florida
$2.4M -$91K -1,060 -3%
FCBT
890
First Citizens Bank & Trust
North Carolina
$2.39M +$16.7K +194 +0.6%
NEWAS
891
N.E.W. Advisory Services
Wisconsin
$2.38M +$128K +1,490 +5%
ECM
892
Evergreen Capital Management
Washington
$2.38M -$2.62M -30,470 -50%
SWM
893
Shelton Wealth Management
Texas
$2.37M +$8.5K +99 +0.3%
USCWA
894
U.S. Capital Wealth Advisors
Texas
$2.37M +$90.4K +1,052 +4%
MMPW
895
Mitchell McLeod Pugh & Williams
Alabama
$2.36M +$11.9K +139 +0.5%
CP
896
CenterBook Partners
Connecticut
$2.36M +$2.54M +29,627 New
NRS
897
Neville Rodie & Shaw
New York
$2.36M
CI
898
Cigna Investments
Connecticut
$2.35M -$63.5K -739 -2%
AGWCA
899
Annis Gardner Whiting Capital Advisors
Florida
$2.35M +$68K +792 +3%
XT
900
XTX Topco
Cayman Islands
$2.35M +$2.04M +23,709 +410%

WFC Hedge Fund Activity: Q1 2026 in Review

2,802 of the 8,131 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 1,047 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.

  • 2,802 institutional investors held Wells Fargo (WFC) as of Q1 2026, down from 2,897 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.