We are live on ! Find out more
WFC icon

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
TS
951
Triglav Skladi
Slovenia
$2.07M -$4.12M -48,000 -65%
AWM
952
Aviso Wealth Management
Washington
$2.07M +$115K +1,344 +5%
COI
953
Connable Office Inc
Michigan
$2.07M +$1.55K +18 +0.1%
TWA
954
Tulsa Wealth Advisors
Oklahoma
$2.07M -$832K -9,683 -27%
MIM
955
Morningstar Investment Management
Illinois
$2.06M +$21.6K +252 +1%
HAG
956
HighPoint Advisor Group
Illinois
$2.06M -$7.11M -82,835 -76%
SAM
957
Silvercrest Asset Management
New York
$2.05M +$40.3K +469 +2%
CSP
958
Cary Street Partners
Virginia
$2.05M -$199K -2,315 -8%
YIA
959
YHB Investment Advisors
Connecticut
$2.05M
EAM
960
Erste Asset Management
Austria
$2.04M -$15.5M -180,000 -87%
FSA
961
Fort Sheridan Advisors
Illinois
$2.04M +$102K +1,185 +5%
PGAM
962
Princeton Global Asset Management
New Jersey
$2.03M -$64.6K -752 -3%
EHC
963
Everett Harris & Co
California
$2.03M -$61.3K -714 -3%
NPT
964
National Philanthropic Trust
Pennsylvania
$2.02M -$9.45K -110 -0.4%
CWMK
965
Caliber Wealth Management (Kansas)
Kansas
$2.02M +$140K +1,635 +7%
RMC
966
Resources Management Corp
Connecticut
$2.02M -$1.12K -13 -0.1%
CA
967
CWC Advisors
Oregon
$2.01M -$18.3K -213 -0.8%
EFG
968
Everhart Financial Group
Ohio
$2.01M +$27.7K +322 +1%
ACA
969
Aptus Capital Advisors
Alabama
$2M -$931K -10,842 -30%
OA
970
Oasis Advisors
Iowa
$1.99M +$2.15M +25,038 New
FIA
971
Foundations Investment Advisors
Arizona
$1.97M -$243K -2,828 -10%
PFM
972
Potomac Fund Management
Florida
$1.97M +$52.9K +616 +3%
CPC
973
Cookson Peirce & Co
Pennsylvania
$1.96M +$1.61M +18,792 +320%
SC
974
SummitTX Capital
Texas
$1.96M +$2.12M +24,650 New
BSL
975
Blue Sparrow LLC
Delaware
$1.96M -$36M -419,711 -94%

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.