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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
MEAC
1101
M.E. Allison & Co
Texas
$1.5M +$172 +2 +0%
FAMI
1102
Fideuram Asset Management (Ireland)
$1.49M -$1.05M -12,193 -41%
CWA
1103
Crux Wealth Advisors
California
$1.49M -$465K -5,416 -22%
CT
1104
Caldwell Trust
Florida
$1.49M +$43.6K +508 +3%
FMI
1105
F/M Investments
District of Columbia
$1.49M -$1.5M -17,517 -48%
IAIM
1106
International Assets Investment Management
Florida
$1.48M -$38.2M -445,302 -55%
LCM
1107
Lazari Capital Management
California
$1.48M -$44.7K -520 -3%
FFBTD
1108
First Financial Bank - Trust Division
Ohio
$1.48M -$144K -1,673 -8%
RPCONE
1109
Retirement Planning Company of New England
Rhode Island
$1.47M -$5.67K -66 -0.4%
IIC
1110
Integrated Investment Consultants
Michigan
$1.47M -$36.1K -420 -2%
CI
1111
CX Institutional
Indiana
$1.47M -$84.1K -979 -5%
FMTC
1112
Farmers & Merchants Trust Company
California
$1.47M +$95.5K +1,112 +6%
WAP
1113
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$255K +2,971 +19%
IAS
1114
Insigneo Advisory Services
Florida
$1.46M -$100K -1,165 -6%
FMI
1115
Frec Markets Inc
California
$1.45M +$343K +3,997 +28%
TP
1116
TritonPoint Partners
Maryland
$1.45M +$53.9K +627 +4%
TCOT
1117
Trust Company of Toledo
Ohio
$1.44M +$10.2K +119 +0.7%
HT
1118
Heritage Trust
Oklahoma
$1.44M
Financial Engines Advisors
1119
Financial Engines Advisors
California
$1.44M -$80.2K -934 -5%
IAMOG
1120
Investors Asset Management of Georgia
Georgia
$1.44M +$34.7K +404 +2%
GWM
1121
Gilpin Wealth Management
Colorado
$1.44M -$20.5K -239 -1%
BOC
1122
Barbara Oil Co
Illinois
$1.43M
DWA
1123
Delap Wealth Advisory
Oregon
$1.43M -$35.8K -417 -2%
PWPS
1124
Pinnacle Wealth Planning Services
Ohio
$1.42M -$41.1K -478 -3%
EM
1125
Excalibur Management
Massachusetts
$1.42M -$2.58K -30 -0.2%

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.