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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
PI
1601
Parkside Investments
Illinois
$637K
SAM
1602
Sawgrass Asset Management
Florida
$636K +$36.2K +421 +6%
EW
1603
Elyxium Wealth
California
$635K +$25.3K +295 +4%
WTFG
1604
Wood Tarver Financial Group
Idaho
$634K +$18.6K +217 +3%
PAW
1605
Plan A Wealth
Nebraska
$631K -$6.79K -79 -1%
KCAM
1606
Kagan Cocozza Asset Management
New Jersey
$630K -$24.9K -290 -4%
CA
1607
Claro Advisors
Massachusetts
$629K +$7.47K +87 +1%
FFP
1608
FourThought Financial Partners
Florida
$629K -$54.1K -630 -7%
AAS
1609
Annex Advisory Services
Wisconsin
$628K +$40.4K +470 +6%
FWI
1610
Facet Wealth Inc
Maryland
$624K -$28.2K -328 -4%
BOSSRA
1611
B.O.S.S. Retirement Advisors
Utah
$623K -$89.8K -1,046 -12%
LJAC
1612
L.J. Altfest & Co
New York
$623K -$212K -2,474 -24%
EWA
1613
Elevate Wealth Advisory
Georgia
$622K +$2.83K +33 +0.4%
FWTB
1614
First Western Trust Bank
Colorado
$621K -$429 -5 -0.1%
ZI
1615
ZEGA Investments
Florida
$618K -$515 -6 -0.1%
FPF
1616
First Pacific Financial
Washington
$617K +$47.4K +552 +8%
ET
1617
Equitable Trust
Tennessee
$616K -$9.62K -112 -1%
MAG
1618
MRA Advisory Group
New Jersey
$616K +$36K +419 +6%
MA
1619
MONECO Advisors
Connecticut
$614K -$12.7K -148 -2%
GCM
1620
Glaxis Capital Management
Florida
$613K -$2.58M -30,000 -80%
SAM
1621
Summit Asset Management
Tennessee
$613K -$5.15K -60 -0.8%
IFWM
1622
Institute for Wealth Management
Colorado
$612K -$1.37K -16 -0.2%
RCM
1623
Radnor Capital Management
Pennsylvania
$612K
MCM
1624
Monarch Capital Management
Indiana
$612K -$110K -1,285 -14%
MW
1625
MBL Wealth
North Carolina
$611K +$33.1K +385 +5%

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.