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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
RWP
1251
Ridgecrest Wealth Partners
California
$1.11M +$4.29K +50 +0.4%
CMTU
1252
Capital Markets Trading (UK)
United Kingdom
$1.1M +$1.19M +13,885 New
JWM
1253
Jupiter Wealth Management
Colorado
$1.1M
IVP
1254
Intrinsic Value Partners
Arizona
$1.1M -$42.6K -496 -3%
BFG
1255
Berger Financial Group
Minnesota
$1.1M +$91.9K +1,070 +8%
QWP
1256
Quotient Wealth Partners
Texas
$1.1M -$91.3K -1,063 -7%
KCM
1257
Kanawha Capital Management
Virginia
$1.1M -$85K -990 -7%
FNBSF
1258
First National Bank Sioux Falls
South Dakota
$1.1M -$78K -908 -6%
CIC
1259
Chilton Investment Company
Connecticut
$1.1M +$2.4K +28 +0.2%
LPAM
1260
Lodestar Private Asset Management
California
$1.1M +$161K +1,874 +16%
AWM
1261
Accurate Wealth Management
Florida
$1.09M +$112K +1,301 +11%
WA
1262
WP Advisors
California
$1.09M +$6.53K +76 +0.6%
JSAM
1263
J. Safra Asset Management
New York
$1.09M +$5.15K +60 +0.4%
EAM
1264
Empirical Asset Management
Massachusetts
$1.09M +$54.4K +633 +5%
AP
1265
Anchyra Partners
Georgia
$1.09M +$27.1K +316 +2%
NCM
1266
Neumann Capital Management
California
$1.08M
LI
1267
Lafayette Investments
Maryland
$1.08M -$6.18K -72 -0.5%
SWM
1268
Segment Wealth Management
Texas
$1.08M -$79.9K -930 -6%
CFP
1269
Catalyst Financial Partners
Massachusetts
$1.08M +$48.6K +566 +4%
MHS
1270
M Holdings Securities
Oregon
$1.08M +$333K +3,882 +36%
BC
1271
Bridgefront Capital
Texas
$1.08M +$1.16M +13,527 New
MCA
1272
Magnolia Capital Advisors
Mississippi
$1.08M +$75.2K +875 +7%
PNFS
1273
PW Nova Financial Services
Pennsylvania
$1.07M +$1.16M +13,486 New
BMA
1274
Brooks Moore & Associates
Tennessee
$1.07M
LSA
1275
Leonteq Securities AG
Switzerland
$1.07M -$632K -7,357 -35%

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.