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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
CCM
1201
Cohen Capital Management
California
$1.22M +$97.5K +1,135 +8%
CNBOF
1202
City National Bank of Florida
Florida
$1.22M +$18K +210 +1%
DBFM
1203
Dickmeyer Boyce Financial Management
Indiana
$1.21M +$1.31M +15,220 New
FFA
1204
Fragasso Financial Advisors
Pennsylvania
$1.21M -$859 -10 -0.1%
SIA
1205
Strategic Investment Advisors
Michigan
$1.2M +$582K +6,776 +81%
CCP
1206
Cane Capital Partners
Louisiana
$1.2M +$1.04M +12,110 +402%
LF
1207
Lantz Financial
Illinois
$1.2M +$8.93K +104 +0.7%
FFM
1208
Forum Financial Management
Illinois
$1.2M -$3.81M -44,410 -75%
HBT
1209
Hills Bank & Trust
Iowa
$1.2M -$99.5K -1,159 -7%
Koshinski Asset Management
1210
Koshinski Asset Management
Illinois
$1.2M +$30.3K +353 +2%
PWP
1211
Principle Wealth Partners
Connecticut
$1.2M +$23K +268 +2%
HCM
1212
Hutner Capital Management
Vermont
$1.19M -$8.59K -100 -0.7%
HCP
1213
Hexagon Capital Partners
Arkansas
$1.19M +$18.2K +212 +1%
CWM
1214
Cornerstone Wealth Management
Missouri
$1.19M -$171K -1,996 -12%
RFM
1215
Royal Fund Management
Florida
$1.19M -$1.22M -14,188 -51%
PAM
1216
Peak Asset Management
Colorado
$1.18M -$1.02M -11,872 -44%
UWS
1217
Unique Wealth Strategies
Illinois
$1.18M -$446K -5,196 -26%
LD
1218
Lipe & Dalton
New York
$1.18M
SWM
1219
Spire Wealth Management
Virginia
$1.18M -$68.3K -795 -5%
SC
1220
Sawyer & Company
Massachusetts
$1.18M -$19.3K -225 -1%
LI
1221
LMCG Investments
Massachusetts
$1.17M -$59.2K -689 -4%
MFIM
1222
Mesirow Financial Investment Management
Illinois
$1.17M -$51.7K -602 -4%
DTC
1223
Davidson Trust Company
Washington
$1.17M -$31.7K -369 -2%
RDFA
1224
Ritter Daniher Financial Advisory
Ohio
$1.17M -$49.5K -576 -4%
CA
1225
Continuum Advisory
Idaho
$1.16M +$14.6K +170 +1%

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.