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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
FA
1576
Fermata Advisors
California
$668K +$24K +279 +3%
TFO
1577
Tarbox Family Office
California
$666K -$97.5K -1,135 -12%
ML
1578
McAdam LLC
Pennsylvania
$665K -$68.6K -799 -9%
SFGM
1579
Stonebridge Financial Group (Missouri)
Missouri
$664K +$1.63K +19 +0.2%
HBS
1580
Howard Bailey Securities
Indiana
$663K -$14K -163 -2%
SCM
1581
Sterling Capital Management
North Carolina
$663K -$6.74M -78,496 -90%
EGA
1582
Eagle Global Advisors
Texas
$663K +$4.29K +50 +0.6%
MIFH
1583
Migdal Insurance & Financial Holdings
Israel
$663K -$42.3K -492 -5%
JFA
1584
JNBA Financial Advisors
Minnesota
$662K -$8.76K -102 -1%
ZBNA
1585
Zions Bancorporation, National Association
Utah
$661K -$443K -5,159 -38%
BFWA
1586
Benchmark Financial Wealth Advisors
Florida
$659K -$42.8K -498 -6%
CA
1587
Cornerstone Advisory
Maryland
$658K +$43.1K +502 +6%
TC
1588
TwinBeech Capital
New York
$658K +$710K +8,262 New
Legacy Financial Group (Iowa)
1589
Legacy Financial Group (Iowa)
Iowa
$655K +$601 +7 +0.1%
GTWM
1590
Global Trust Wealth Management
Florida
$654K -$27.1K -316 -4%
MCA
1591
MSH Capital Advisors
Arizona
$652K +$61.2K +713 +10%
BFG
1592
Bouchey Financial Group
New York
$652K -$1.37K -16 -0.2%
SB
1593
Sunflower Bank
Texas
$652K -$7.3K -85 -1%
WA
1594
Wealth Architects
California
$650K -$7.9K -92 -1%
BMCM
1595
Bryn Mawr Capital Management
Pennsylvania
$649K +$231K +2,695 +49%
CG
1596
CFO4Life Group
Texas
$642K +$75K +873 +12%
FFA
1597
First Foundation Advisors
California
$641K +$43.3K +504 +7%
OWIM
1598
Old West Investment Management
California
$640K
SFB
1599
STAR Financial Bank
Indiana
$637K +$298K +3,468 +76%
OGC
1600
Oak Grove Capital
New Hampshire
$637K -$128K -1,493 -16%

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.