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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
SWM
1476
Sendero Wealth Management
Texas
$779K -$24.9K -290 -3%
WFI
1477
West Family Investments
California
$776K -$561K -6,537 -40%
MWM
1478
Manske Wealth Management
Texas
$771K -$17.2K -200 -2%
GSC
1479
G&S Capital
Colorado
$771K +$1.89K +22 +0.2%
BCFD
1480
Boit C.F. David
$769K -$73.8K -859 -8%
MMG
1481
Monetary Management Group
Missouri
$768K
AIM
1482
Athena Investment Management
California
$767K
TCBWMS
1483
Texas Capital Bank Wealth Management Services
Texas
$767K +$128K +1,493 +18%
RC
1484
Rexford Capital
Texas
$767K +$4.81K +56 +0.6%
FWM
1485
Focused Wealth Management
New York
$766K +$443K +5,161 +116%
M1FG
1486
Mach-1 Financial Group
Arkansas
$766K -$2.73M -31,786 -77%
VST
1487
Van Strum & Towne
California
$766K
FC
1488
Farringdon Capital
United Kingdom
$765K +$537K +6,257 +187%
1WM
1489
1900 Wealth Management
Texas
$763K -$26.2K -305 -3%
S
1490
Storgate
Texas
$763K -$4.81K -56 -0.6%
ISFAN
1491
Investor's Fiduciary Advisor Network
Washington
$762K +$3.61K +42 +0.4%
VNA
1492
Valley National Advisers
Pennsylvania
$761K -$16.1K -187 -2%
CP
1493
Creekside Partners
California
$759K
AAS
1494
Ameritas Advisory Services
Nebraska
$757K -$172K -2,007 -17%
LBC
1495
Lane Brothers & Co
Arizona
$757K -$6.79K -79 -0.8%
CVM
1496
Cheviot Value Management
California
$756K
RWA
1497
River Wealth Advisors
Pennsylvania
$756K +$22.2K +259 +3%
SC
1498
Steph & Co
Wisconsin
$755K -$30.9K -360 -4%
PA
1499
Perennial Advisors
New York
$755K -$55.5K -646 -6%
STA
1500
Smith Thornton Advisors
Alabama
$754K +$13K +151 +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.