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
PFA
1001
Pure Financial Advisors
California
$1.87M +$46K +535 +2%
MCWS
1002
McKinley Carter Wealth Services
West Virginia
$1.87M +$82.3K +958 +4%
JIP
1003
Jaffetilchin Investment Partners
Florida
$1.87M +$15.4K +179 +0.8%
CI Investments Inc
1004
CI Investments Inc
Ontario, Canada
$1.87M -$581K -6,760 -22%
PCM
1005
Princeton Capital Management
New Jersey
$1.85M +$1.68M +19,525 +519%
MK
1006
MASTERINVEST Kapitalanlage
$1.84M
XWM
1007
Xcel Wealth Management
Florida
$1.84M -$553K -6,434 -22%
CNBTD
1008
Citizens National Bank Trust Department
Mississippi
$1.84M -$3.01K -35 -0.2%
Simplex Trading
1009
Simplex Trading
Illinois
$1.83M +$1.97M +22,945 New
FB
1010
Fulton Bank
Pennsylvania
$1.82M +$51.5K +600 +3%
CFM
1011
Catalyst Funds Management
Australia
$1.81M +$128K +1,493 +7%
PTC
1012
Private Trust Company
Ohio
$1.81M -$13.1K -153 -0.7%
RPC
1013
Rossmore Private Capital
Connecticut
$1.81M
DWM
1014
Drive Wealth Management
Utah
$1.81M +$39.9K +465 +2%
AL
1015
Aspiriant LLC
California
$1.8M +$74.9K +872 +4%
5W
1016
5T Wealth
California
$1.8M +$1.94M +22,559 New
SM
1017
Sweeney & Michel
California
$1.8M +$3.52K +41 +0.2%
NAS
1018
NWF Advisory Services
California
$1.79M -$534K -6,219 -22%
HSA
1019
HBK Sorce Advisory
Pennsylvania
$1.79M +$41.6K +484 +2%
MC
1020
Martin & Co
Tennessee
$1.77M +$21.3K +248 +1%
HIC
1021
Holderness Investments Company
North Carolina
$1.76M -$9.71K -113 -0.5%
Impax Asset Management Group
1022
Impax Asset Management Group
United Kingdom
$1.75M +$806K +9,379 +74%
LFA
1023
Legacy Financial Advisors
Kentucky
$1.75M -$74.8K -871 -4%
KCM
1024
Kathmere Capital Management
Pennsylvania
$1.74M +$72.7K +846 +4%
PWA
1025
Phoenix Wealth Advisors
North Carolina
$1.73M -$62.7K -730 -3%

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.