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
ST
1501
Smithfield Trust
Pennsylvania
$754K
ATFA
1502
All Terrain Financial Advisors
Minnesota
$751K -$104K -1,213 -11%
DE
1503
Diversified Enterprises
Delaware
$750K -$5.41K -63 -0.7%
LW
1504
Linscomb Wealth
Texas
$749K +$6.36K +74 +0.8%
FPB
1505
First PREMIER Bank
South Dakota
$749K -$4.38K -51 -0.5%
VCM
1506
Versant Capital Management
Arizona
$748K +$159K +1,851 +25%
MFA
1507
Mayflower Financial Advisors
Massachusetts
$747K +$58.1K +676 +8%
AP
1508
Appleton Partners
Massachusetts
$747K -$113K -1,315 -12%
TWP
1509
Triad Wealth Partners
Kansas
$746K +$165K +1,916 +26%
CCS
1510
Concentric Capital Strategies
Connecticut
$746K +$489K +5,689 +154%
SP
1511
SIH Partners
Delaware
$745K +$804K +9,360 New
FWP
1512
FAS Wealth Partners
Kansas
$741K +$18.9K +220 +2%
EA
1513
Everpar Advisors
Oklahoma
$740K -$8.33K -97 -1%
PWM
1514
Prentice Wealth Management
New York
$740K -$7.04K -82 -0.9%
FMLI
1515
Fukoku Mutual Life Insurance
Japan
$737K
SAM
1516
Secure Asset Management
Michigan
$733K +$99.3K +1,156 +14%
SSG
1517
Summit Securities Group
New York
$733K +$141K +1,647 +22%
PWC
1518
Pathfinder Wealth Consulting
North Carolina
$732K -$78.6K -915 -9%
JC
1519
Jacobs & Co
California
$729K
CIA
1520
Cape Investment Advisory
Georgia
$728K +$16.1K +188 +2%
FAT
1521
First American Trust
California
$726K -$1.31M -15,211 -63%
XF
1522
XML Financial
Maryland
$726K +$21.1K +246 +3%
QWM
1523
Quadcap Wealth Management
Texas
$725K -$20.2K -235 -3%
MCM
1524
Monument Capital Management
Virginia
$723K -$7.82K -91 -1%
OL
1525
Optas LLC
Texas
$722K -$17.8K -207 -2%

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.