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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
CTC
1076
Cetera Trust Company
Minnesota
$1.59M -$25.8K -300 -1%
VDC
1077
Van Diest Capital
Iowa
$1.59M +$1M +11,689 +142%
EWA
1078
Exencial Wealth Advisors
Oklahoma
$1.58M +$16.3K +190 +1%
CIA
1079
Citadel Investment Advisory
Ohio
$1.57M -$31.4K -366 -2%
CCM
1080
Collar Capital Management
Wisconsin
$1.57M -$18.9K -220 -1%
MWM
1081
Modern Wealth Management
Kansas
$1.57M +$212K +2,468 +15%
BCG
1082
Breakwater Capital Group
New Jersey
$1.56M -$3.01K -35 -0.2%
LCOV
1083
London Company of Virginia
Virginia
$1.56M -$16.7K -195 -1%
I
1084
InceptionR
California
$1.56M +$1.68M +19,561 New
MWM
1085
Modera Wealth Management
New Jersey
$1.56M -$5.93K -69 -0.4%
CCG
1086
Ceeto Capital Group
Florida
$1.55M
RWFS
1087
Rayburn West Financial Services
Tennessee
$1.55M -$8.59K -100 -0.5%
AWM
1088
Aprio Wealth Management
Georgia
$1.54M +$689K +8,026 +71%
BFIM
1089
Beese Fulmer Investment Management
Ohio
$1.54M -$194K -2,255 -10%
LGA
1090
Lebenthal Global Advisors
New York
$1.53M +$158K +1,842 +11%
PWA
1091
Pitcairn Wealth Advisors
Pennsylvania
$1.53M
SRC
1092
Sage Rhino Capital
California
$1.53M -$20.7K -241 -1%
MIM
1093
MTM Investment Management
South Carolina
$1.52M +$433K +5,036 +36%
BAM
1094
Belpointe Asset Management
Nevada
$1.52M +$21.3K +248 +1%
VWM
1095
VCI Wealth Management
Missouri
$1.52M -$232K -2,701 -12%
SCM
1096
SCS Capital Management
Massachusetts
$1.51M -$24.4K -284 -1%
JCM
1097
Jacobi Capital Management
Pennsylvania
$1.51M +$27.2K +317 +2%
BBA
1098
BLB&B Advisors
Pennsylvania
$1.51M -$51.5K -600 -3%
WBC
1099
Westpac Banking Corp
Australia
$1.5M -$222K -2,582 -12%
EFH
1100
Eaton Financial Holdings
Florida
$1.5M +$85.8K +999 +6%

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.