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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
DG
1401
DMC Group
Alabama
$873K -$1.29K -15 -0.1%
LMFP
1402
Larry Mathis Financial Planning
Arizona
$872K -$21.1K -246 -2%
AWAP
1403
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$871K +$20.4K +238 +2%
SEIA
1404
Signature Estate & Investment Advisors
California
$870K +$116K +1,356 +14%
DWM
1405
Destination Wealth Management
California
$869K +$533K +6,202 +132%
GCM
1406
Gladius Capital Management
Illinois
$868K +$699K +8,143 +295%
B
1407
Bayban
Minnesota
$867K -$8.59K -100 -0.9%
EW
1408
Element Wealth
Mississippi
$865K -$19.9K -232 -2%
PCFFS
1409
Pacific Center for Financial Services
California
$863K -$71.3K -830 -7%
AIM
1410
Aspen Investment Management
Michigan
$863K +$8.59K +100 +0.9%
FLI
1411
Family Legacy Inc
South Carolina
$863K
HH
1412
Hilltop Holdings
Texas
$862K -$896K -10,435 -49%
QPWM
1413
Quadrant Private Wealth Management
Pennsylvania
$861K +$12.7K +148 +1%
WA1
1414
Wimmer Associates 1
California
$861K
KF
1415
Krilogy Financial
Missouri
$860K +$72K +838 +9%
PWW
1416
Pettyjohn Wood & White
Virginia
$855K -$27.4K -319 -3%
ZF
1417
Zhang Financial
Michigan
$855K +$708K +8,247 +331%
FFM
1418
Flagstone Financial Management
Nebraska
$855K -$95.2K -1,108 -9%
MB
1419
MidFirst Bank
Oklahoma
$855K +$6.18K +72 +0.7%
FCCM
1420
First City Capital Management
Georgia
$853K -$73K -850 -7%
PA
1421
PFW Advisors
Georgia
$853K
TL
1422
Tradewinds LLC
North Carolina
$852K +$173K +2,013 +24%
IWA
1423
IVC Wealth Advisors
Pennsylvania
$850K -$687 -8 -0.1%
TAR
1424
Trask Adam Roland
$850K +$917K +10,675 New
TWP
1425
Tyche Wealth Partners
Texas
$848K +$6.53K +76 +0.7%

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.