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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
DWM
1626
DKM Wealth Management
California
$611K +$4.38K +51 +0.7%
NRC
1627
New Republic Capital
North Carolina
$609K -$436K -5,074 -40%
HIG
1628
Heritage Investment Group
Florida
$608K -$23.2K -270 -3%
GAA
1629
Global Assets Advisory
Florida
$608K +$25.9K +302 +4%
MFG
1630
Mosaic Financial Group
Illinois
$606K +$3.87K +45 +0.6%
TH
1631
TCTC Holdings
Texas
$606K +$1.46K +17 +0.2%
CCG
1632
Coastwise Capital Group
California
$606K -$344K -4,004 -34%
MW
1633
Marble Wealth
Alabama
$604K -$456K -5,306 -41%
TFIPS
1634
Towarzystwo Funduszy Inwestycyjnych PZU SA
$603K -$57.5K -670 -8%
SWM
1635
SilverOak Wealth Management
Minnesota
$603K -$19.2K -223 -3%
CAI
1636
Capital Advisors Inc
Oklahoma
$602K +$96.8K +1,127 +18%
DT
1637
DV Trading
Illinois
$601K +$562K +6,544 +652%
WCM
1638
Winthrop Capital Management
Indiana
$600K -$1.72K -20 -0.3%
BLC
1639
Brown, Lisle/Cummings
Rhode Island
$600K +$9.62K +112 +2%
DCM
1640
Dorato Capital Management
Colorado
$600K
HR
1641
Hardy Reed
Mississippi
$599K -$50.8K -591 -7%
WCG
1642
Weaver Consulting Group
California
$598K +$5.84K +68 +0.9%
CFO
1643
CVA Family Office
Colorado
$597K +$92K +1,071 +17%
AF
1644
Atala Financial
California
$595K -$39.4K -459 -6%
CSPIA
1645
Cary Street Partners Investment Advisory
Virginia
$595K -$23.4K -272 -4%
OFG
1646
Oxford Financial Group
Indiana
$594K +$68.6K +799 +12%
GRQ
1647
Gardner Russo & Quinn
Pennsylvania
$593K -$44.1K -514 -6%
CPCM
1648
Cardinal Point Capital Management
Ontario, Canada
$593K +$238K +2,770 +59%
DS
1649
DRW Securities
Illinois
$592K -$2.05M -23,846 -76%
KFGK
1650
Keystone Financial Group (Kentucky)
Kentucky
$592K +$36.5K +425 +6%

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.