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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
PMA
1326
Prudent Man Advisors
Illinois
$977K +$345K +4,022 +49%
AI
1327
Accredited Investors
Minnesota
$977K -$385K -4,488 -27%
CCA
1328
Childress Capital Advisors
Texas
$974K -$132K -1,534 -11%
CCWM
1329
Correct Capital Wealth Management
Missouri
$971K +$55.4K +645 +6%
CAC
1330
Core Alternative Capital
Georgia
$971K +$51.7K +602 +5%
KMWM
1331
Keudell/Morrison Wealth Management
Oregon
$964K +$76.1K +886 +8%
HCP
1332
Hardin Capital Partners
South Carolina
$962K +$172 +2 +0%
SAM
1333
S.A. Mason
Michigan
$961K
CIM
1334
Contravisory Investment Management
Massachusetts
$958K +$349K +4,064 +51%
CIC
1335
Crawford Investment Counsel
Georgia
$955K -$60.8K -708 -6%
DAM
1336
Deltec Asset Management
New York
$955K +$533K +6,200 +107%
BFA
1337
Bragg Financial Advisors
North Carolina
$950K -$31K -361 -3%
TF
1338
Tudor Financial
Ohio
$947K +$21.6K +252 +2%
MFWP
1339
Mosaic Family Wealth Partners
Missouri
$947K +$542K +6,309 +113%
RCM
1340
RB Capital Management
Nevada
$947K -$88.3K -1,028 -8%
BP
1341
BBR Partners
New York
$947K -$473K -5,512 -32%
VGDSS
1342
VUB Generali dochodkova spravcovska spolocnost
$947K
APP
1343
Avantax Planning Partners
Iowa
$947K +$105K +1,220 +11%
WT
1344
Washington Trust
Rhode Island
$944K +$109K +1,271 +12%
IDA
1345
Intelligence Driven Advisers
California
$944K -$132K -1,532 -11%
SOS
1346
Silver Oak Securities
Tennessee
$940K +$85.5K +996 +9%
MG
1347
Marex Group
$939K +$664K +7,734 +190%
CPA
1348
Capital Performance Advisors
California
$938K +$61.2K +713 +6%
MAWA
1349
Moss Adams Wealth Advisors
Washington
$938K -$23.2K -270 -2%
HWA
1350
HCR Wealth Advisors
California
$937K +$6.44K +75 +0.6%

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.