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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
SFG
1276
Sather Financial Group
Texas
$1.07M +$27.7K +323 +2%
PP
1277
PDS Planning
Ohio
$1.07M -$24.3K -283 -2%
QC
1278
Quent Capital
New York
$1.07M -$62.3K -725 -5%
RA
1279
Rational Advisors
New York
$1.07M +$622K +7,247 +137%
FIB
1280
First Interstate Bank
Montana
$1.07M +$45.4K +528 +4%
FFG
1281
Fiduciary Financial Group
California
$1.07M -$25.4K -296 -2%
WAM
1282
Weatherly Asset Management
California
$1.07M +$9.02K +105 +0.8%
BAG
1283
Bridgewealth Advisory Group
California
$1.07M +$1.2K +14 +0.1%
TFA
1284
Tranquilli Financial Advisor
New Jersey
$1.07M -$157K -1,831 -12%
TGAM
1285
TBH Global Asset Management
Tennessee
$1.06M -$114K -1,328 -9%
CWM
1286
C2C Wealth Management
Arizona
$1.06M +$515 +6 +0%
BDLIB
1287
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.05M
RCWM
1288
Royal Capital Wealth Management
Indiana
$1.05M +$1.89K +22 +0.2%
LA
1289
LVW Advisors
New York
$1.04M +$225K +2,615 +25%
CCWA
1290
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M +$1.13M +13,104 New
SYBT
1291
Stock Yards Bank & Trust
Kentucky
$1.04M +$67.6K +787 +6%
NSAM
1292
North Star Asset Management
Wisconsin
$1.04M -$58.4K -680 -5%
PCG
1293
Prosperity Consulting Group
Maryland
$1.04M +$49K +570 +5%
HIM
1294
Hanlon Investment Management
New Jersey
$1.04M +$50.8K +592 +5%
PTP
1295
Platform Technology Partners
New York
$1.04M +$124K +1,449 +12%
MPAM
1296
Murphy Pohlad Asset Management
Minnesota
$1.04M -$14.7K -171 -1%
DMBA
1297
Deseret Mutual Benefit Administrators
Utah
$1.04M +$496K +5,771 +80%
PNC
1298
Park National Corp
Ohio
$1.03M +$43.6K +508 +4%
HIA
1299
Harbor Investment Advisory
Maryland
$1.03M +$20.2K +235 +2%
CLA
1300
Carnegie Lake Advisors
New Jersey
$1.03M

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.