We are live on ! Find out more
WFC icon

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
SWM
1301
Shakespeare Wealth Management
Wisconsin
$1.03M -$2.92K -34 -0.3%
BFM
1302
Boothbay Fund Management
New York
$1.02M -$138K -1,606 -11%
ISL
1303
Ingalls & Snyder LLC
New York
$1.02M +$2.58K +30 +0.2%
MPIA
1304
Mountain Pacific Investment Advisers
Idaho
$1.02M -$232K -2,699 -17%
CIA
1305
Cascade Investment Advisors
Oregon
$1.01M
AWA
1306
Acumen Wealth Advisors
Tennessee
$1.01M -$1.48M -17,208 -57%
CCIA
1307
Campbell & Co Investment Adviser
Maryland
$1.01M -$6.04M -70,372 -85%
IA
1308
Integrity Alliance
Iowa
$1.01M -$558K -6,502 -34%
MIA
1309
MeadowBrook Investment Advisors
Michigan
$1.01M +$24.9K +290 +2%
RCM
1310
Raleigh Capital Management
North Carolina
$1.01M -$14.8K -172 -1%
PA
1311
Promethium Advisors
Maryland
$1.01M +$10.7K +125 +1%
OWP
1312
Obermeyer Wealth Partners
Colorado
$1.01M -$28.7K -334 -3%
PWMAG
1313
Pinnacle Wealth Management Advisory Group
New Jersey
$1M +$53.5K +623 +5%
RIA
1314
Richwood Investment Advisors
Ohio
$995K
CA
1315
Carson Advisory
Georgia
$993K +$94K +1,094 +10%
SC
1316
SouthState Corp
Florida
$992K -$8.25K -96 -0.8%
ACS
1317
Archford Capital Strategies
Illinois
$991K -$188K -2,186 -15%
AA
1318
Alta Advisers
United Kingdom
$988K
OP
1319
Oslo Pensjonsforsikring
$986K +$1.06M +12,386 New
SAM
1320
Sompo Asset Management
Japan
$986K
GA
1321
Greenspring Advisors
Maryland
$984K -$17.8K -207 -2%
HCM
1322
Howard Capital Management
Georgia
$983K -$1.05M -12,198 -50%
SSC
1323
Syverson Strege & Co
Iowa
$981K -$687 -8 -0.1%
MA
1324
MCF Advisors
Kentucky
$979K +$258K +3,004 +32%
NWM
1325
Northwest Wealth Management
Iowa
$978K +$16K +186 +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.