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
BC
1551
Brio Consultants
California
$692K +$390K +4,540 +110%
ONST
1552
Old North State Trust
North Carolina
$692K -$22.2K -258 -3%
CIM
1553
CIM Investment Management
Pennsylvania
$691K -$3.61K -42 -0.5%
MCM
1554
Manchester Capital Management
Vermont
$690K +$21K +244 +3%
DWM
1555
Dakota Wealth Management
Florida
$690K -$2.92K -34 -0.4%
RCG
1556
Regatta Capital Group
California
$688K -$42.1K -490 -5%
NCM
1557
Novare Capital Management
North Carolina
$688K +$186K +2,170 +34%
NI
1558
Natural Investments
California
$688K +$743K +8,650 New
HI
1559
Hudock Inc
Pennsylvania
$687K +$86 +1 +0%
AIM
1560
Axiom Investment Management
New York
$687K +$741K +8,626 New
LFA
1561
Lauterbach Financial Advisors
Texas
$684K +$3.95K +46 +0.5%
SPC
1562
Spirepoint Private Client
Florida
$684K +$73.7K +858 +11%
AP
1563
Advisortrust Partners
North Carolina
$681K -$169K -1,970 -19%
PWM
1564
Pines Wealth Management
North Carolina
$679K +$69.7K +812 +11%
VWM
1565
Vermillion Wealth Management
Minnesota
$678K +$3.26K +38 +0.4%
BPW
1566
Bingham Private Wealth
California
$677K +$119K +1,388 +19%
EFG
1567
Everest Financial Group
Minnesota
$677K +$426K +4,959 +140%
BMCM
1568
Black Maple Capital Management
Wisconsin
$677K +$730K +8,500 New
BFC
1569
Bedel Financial Consulting
Indiana
$674K -$22.4K -261 -3%
WFA
1570
Wellspring Financial Advisors
Ohio
$674K -$20.5K -239 -3%
CBA
1571
Coastal Bridge Advisors
Connecticut
$673K +$25.8K +300 +4%
ATS
1572
Ashton Thomas Securities
New York
$671K +$341K +3,966 +89%
AMG
1573
Advisors Management Group
Wisconsin
$671K +$2.49K +29 +0.3%
CIEC
1574
Crédit Industriel et Commercial
France
$671K +$280K +3,265 +63%
CIC
1575
Cutler Investment Counsel
Oregon
$670K +$4.98K +58 +0.7%

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.