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Wells Fargo

2,857 hedge funds and large institutions have $193B invested in Wells Fargo in 2026 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,079 increasing their positions, 1,132 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 113

2% more funds holding

Funds holding: 2,8142,857 (+43)

1.23% more ownership

Funds ownership: 75.03%76.25% (+1.2%)

5% more capital invested

Capital invested by funds: $184B → $193B (+$8.83B)

5% less repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 1,132

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

30% less call options, than puts

Call options by funds: $2.75B | Put options by funds: $3.91B

Holders
2,857
Holders Change
+43
Holders Change %
+1.53%
% of All Funds
34.51%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.62%
New
206
Increased
1,079
Reduced
1,132
Closed
113
Calls
$2.75B
Puts
$3.91B
Net Calls
-$1.16B
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1076
Jeppson Wealth Management
California
$1.68M -$12K -149 -0.7%
OWA
1077
One Wealth Advisors
California
$1.68M -$325K -4,044 -17%
LIA
1078
LS Investment Advisors
Michigan
$1.67M
GFP
1079
Gryphon Financial Partners
Ohio
$1.66M -$316K -3,928 -16%
CWS
1080
Cypress Wealth Services
California
$1.65M -$81.6K -1,015 -5%
HA
1081
Harbor Advisors
Florida
$1.65M
LCM
1082
Leisure Capital Management
California
$1.65M
CTC
1083
Cetera Trust Company
Minnesota
$1.65M
HIM
1084
Hillsdale Investment Management
Ontario, Canada
$1.64M -$2.67M -33,240 -63%
MWM
1085
Modera Wealth Management
New Jersey
$1.64M +$26.1K +325 +2%
OFS
1086
OneAscent Financial Services
Alabama
$1.64M -$118K -1,469 -7%
LA
1087
LexAurum Advisors
Kansas
$1.64M -$54.4K -677 -3%
CIA
1088
Citadel Investment Advisory
Ohio
$1.63M
LFS
1089
Lighthouse Financial Services
California
$1.63M +$648K +8,069 +74%
BFIM
1090
Beese Fulmer Investment Management
Ohio
$1.63M +$30.5K +380 +2%
MT
1091
Midwest Trust
Kansas
$1.62M -$102K -1,271 -6%
SACTSONJ
1092
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.62M -$131K -1,627 -8%
FPCP
1093
Fort Point Capital Partners
California
$1.62M +$804K +9,999 +100%
CCG
1094
Ceeto Capital Group
Florida
$1.61M
RWFS
1095
Rayburn West Financial Services
Tennessee
$1.61M
FHC
1096
First Horizon Corporation
Tennessee
$1.6M -$100K -1,248 -6%
MCM
1097
Mainstay Capital Management
Michigan
$1.6M -$98.1K -1,221 -6%
SM
1098
Sweeney & Michel
California
$1.59M -$197K -2,457 -12%
BCG
1099
Breakwater Capital Group
New Jersey
$1.59M -$30.2K -376 -2%
PCM
1100
Parsons Capital Management
Rhode Island
$1.59M +$739K +9,200 +92%

WFC Hedge Fund Activity: Q2 2026 in Review

2,857 of the 8,278 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2026, worth a combined $193B — up 4.8% from $184B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new WFC positions and 113 closed out — a net gain of 93 holders — while 1,079 added to existing stakes and 1,132 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $684M. The largest seller was Wellington Management Group, cutting an estimated $2.12B.

  • 2,857 institutional investors held Wells Fargo (WFC) as of Q2 2026, up from 2,814 in Q1 2026.
  • Funds reported $193B of Wells Fargo stock for Q2 2026, up 4.8% quarter-over-quarter.
  • 206 funds opened new Wells Fargo positions in Q2 2026 and 113 closed out, a net change of +93 holders.
  • The largest Wells Fargo buyer in Q2 2026 was Arrowstreet Capital, an estimated $684M added.
  • The largest Wells Fargo seller in Q2 2026 was Wellington Management Group, an estimated $2.12B sold.

Based on aggregated 13F filings for Q2 2026.