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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
BWS
1376
Buck Wealth Strategies
Colorado
$893K +$964K +11,222 New
LFS
1377
Lighthouse Financial Services
California
$893K +$75.2K +875 +9%
WPA
1378
Winning Points Advisors
Florida
$891K -$34.4K -400 -1%
KTC
1379
Kentucky Trust Company
Kentucky
$890K
KP
1380
Keel Point
Alabama
$889K -$719K -8,370 -43%
CH
1381
Cromwell Holdings
Wyoming
$889K
VWA
1382
Visionary Wealth Advisors
Illinois
$889K -$82.7K -963 -8%
NP
1383
Nilsine Partners
Colorado
$888K -$248K -2,883 -21%
AIA
1384
AIMZ Investment Advisors
California
$888K
PMG
1385
Private Management Group
California
$888K
FMWA
1386
Forvis Mazars Wealth Advisors
Missouri
$887K -$94.5K -1,100 -9%
KJWM
1387
Kiley Juergens Wealth Management
Washington
$886K +$12.2K +142 +1%
IWA
1388
Icon Wealth Advisors
Texas
$886K +$238K +2,776 +34%
HWM
1389
Hohimer Wealth Management
Washington
$885K +$433K +5,044 +83%
OC
1390
Opinicus Capital
Florida
$885K +$33.6K +391 +4%
PWA
1391
Physician Wealth Advisors
Utah
$884K +$473K +5,505 +98%
CS
1392
Candriam SCA
Luxembourg
$884K +$11.9K +139 +1%
WBCM
1393
Wilson & Boucher Capital Management
California
$883K +$8.59K +100 +0.9%
RT
1394
Rockland Trust
Massachusetts
$880K +$3.18K +37 +0.3%
SG
1395
StoneX Group
New York
$879K -$386K -4,491 -29%
WP
1396
Wealthspan Partners
Iowa
$878K -$24.7K -288 -3%
CP
1397
Clarendon Private
Massachusetts
$877K -$156K -1,812 -14%
WMA
1398
West Michigan Advisors
Michigan
$876K +$255K +2,972 +37%
GIP
1399
Greatmark Investment Partners
Georgia
$876K -$74.7K -870 -7%
PCM
1400
Pointe Capital Management
Michigan
$873K -$39.9K -465 -4%

WFC Hedge Fund Activity: Q1 2026 in Review

2,802 of the 8,132 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.