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Wells Fargo

2,857 hedge funds and large institutions have $193B invested in Wells Fargo in 2026 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,079 increasing their positions, 1,132 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 113

2% more funds holding

Funds holding: 2,8142,857 (+43)

1.23% more ownership

Funds ownership: 75.03%76.25% (+1.2%)

5% more capital invested

Capital invested by funds: $184B → $193B (+$8.83B)

5% less repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 1,132

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

30% less call options, than puts

Call options by funds: $2.75B | Put options by funds: $3.91B

Holders
2,857
Holders Change
+43
Holders Change %
+1.53%
% of All Funds
34.51%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.62%
New
206
Increased
1,079
Reduced
1,132
Closed
113
Calls
$2.75B
Puts
$3.91B
Net Calls
-$1.16B
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Change in
Stake
TTIC
1551
Tower Trust & Investment Company
Iowa
$736K
WLPWM
1552
Walled Lake Planning & Wealth Management
Illinois
$734K +$643 +8 +0.1%
OWCM
1553
One Wealth Capital Management
Arizona
$732K +$375K +4,669 +111%
PP
1554
Patten & Patten
Tennessee
$729K -$11.3K -140 -2%
NFTC
1555
North Forty Two & Co
Oregon
$728K -$8.04K -100 -1%
WPA
1556
Winning Points Advisors
Florida
$728K
SSWM
1557
Sheets Smith Wealth Management
North Carolina
$725K +$1.13K +14 +0.2%
EFG
1558
Everest Financial Group
Minnesota
$722K +$19.2K +239 +3%
ONST
1559
Old North State Trust
North Carolina
$722K +$3.86K +48 +0.6%
XF
1560
XML Financial
Maryland
$721K -$31.4K -391 -4%
DWM
1561
Dakota Wealth Management
Florida
$719K +$2.49K +31 +0.4%
KFGK
1562
Keystone Financial Group (Kentucky)
Kentucky
$719K +$102K +1,271 +17%
MCM
1563
Manchester Capital Management
Vermont
$719K +$1.85K +23 +0.3%
CBA
1564
Coastal Bridge Advisors
Connecticut
$718K +$18.5K +230 +3%
HI
1565
Hudock Inc
Pennsylvania
$717K +$4.1K +51 +0.6%
FWI
1566
Facet Wealth Inc
Maryland
$716K +$66.7K +830 +11%
PWM
1567
Pines Wealth Management
North Carolina
$715K +$10.1K +126 +1%
LFA
1568
Lauterbach Financial Advisors
Texas
$714K +$3.86K +48 +0.6%
GWANC
1569
Guardian Wealth Advisors (North Carolina)
North Carolina
$714K -$9.32K -116 -1%
AIM
1570
Axiom Investment Management
New York
$713K
LA
1571
Legacy Advisors
Pennsylvania
$713K +$227K +2,823 +49%
SWGC
1572
Summit Wealth Group (Colorado)
Colorado
$712K +$164K +2,038 +31%
MFA
1573
Mayflower Financial Advisors
Massachusetts
$711K -$63.1K -785 -8%
IRP
1574
Investment Research Partners
Pennsylvania
$710K +$204K +2,540 +42%
SFB
1575
STAR Financial Bank
Indiana
$709K +$45.6K +567 +7%

WFC Hedge Fund Activity: Q2 2026 in Review

2,857 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2026, worth a combined $193B — up 4.8% from $184B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new WFC positions and 113 closed out — a net gain of 93 holders — while 1,079 added to existing stakes and 1,132 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $684M. The largest seller was Wellington Management Group, cutting an estimated $2.12B.

  • 2,857 institutional investors held Wells Fargo (WFC) as of Q2 2026, up from 2,814 in Q1 2026.
  • Funds reported $193B of Wells Fargo stock for Q2 2026, up 4.8% quarter-over-quarter.
  • 206 funds opened new Wells Fargo positions in Q2 2026 and 113 closed out, a net change of +93 holders.
  • The largest Wells Fargo buyer in Q2 2026 was Arrowstreet Capital, an estimated $684M added.
  • The largest Wells Fargo seller in Q2 2026 was Wellington Management Group, an estimated $2.12B sold.

Based on aggregated 13F filings for Q2 2026.