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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
MWM
926
Meridian Wealth Management
Kentucky
$2.21M +$1.23M +14,336 +107%
GAG
927
GM Advisory Group
New York
$2.2M -$154K -1,791 -6%
PDL
928
Portfolio Design Labs
California
$2.19M -$295K -3,429 -11%
WKWM
929
Walter & Keenan Wealth Management
Indiana
$2.18M -$32.9K -383 -1%
BTI
930
Blue Trust Inc
Georgia
$2.18M -$816K -9,497 -26%
HFO
931
Heritage Family Offices
Arizona
$2.17M -$474K -5,518 -17%
APW
932
Aventura Private Wealth
Florida
$2.17M +$109K +1,269 +5%
VVP
933
Venture Visionary Partners
Ohio
$2.16M -$164K -1,911 -7%
DW30
934
Drucker Wealth 3.0
New Jersey
$2.16M -$96.7K -1,126 -4%
PWAM
935
Private Wealth Asset Management
Iowa
$2.15M -$59.6K -694 -3%
TFA
936
Trinity Financial Advisors
Ohio
$2.14M -$27.5K -320 -1%
MAMA
937
Myriad Asset Management Advisors
Florida
$2.14M +$13.4K +156 +0.6%
CPBTD
938
Central Pacific Bank - Trust Division
Hawaii
$2.14M -$114K -1,325 -5%
KWA
939
Kingswood Wealth Advisors
California
$2.14M +$52.1K +607 +2%
GVAG
940
Great Valley Advisor Group
Delaware
$2.13M +$161K +1,879 +8%
JIC
941
Johnson Investment Counsel
Ohio
$2.13M -$368K -4,290 -14%
CAAS
942
Capital Asset Advisory Services
Michigan
$2.13M -$931K -10,841 -29%
FGP
943
Freestone Grove Partners
California
$2.12M +$2.29M +26,606 New
MA
944
Montag & Associates
Georgia
$2.12M -$1.5M -17,417 -40%
SS
945
Sunbelt Securities
Texas
$2.11M -$130K -1,518 -5%
AAP
946
Arax Advisory Partners
Colorado
$2.1M -$1.29M -14,964 -36%
PBK
947
Peoples Bank (Kansas)
Kansas
$2.1M -$98.3K -1,145 -4%
APC
948
Aspire Private Capital
North Carolina
$2.1M -$273K -3,178 -11%
IQI
949
Integrated Quantitative Investments
Washington
$2.07M +$1.84M +21,479 +469%
AIM
950
AMI Investment Management
Indiana
$2.07M +$2.23M +26,013 New

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.