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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
BMCM
1626
Bryn Mawr Capital Management
Pennsylvania
$658K -$16K -199 -2%
CVM
1627
Cheviot Value Management
California
$657K -$125K -1,550 -16%
SAG
1628
SageView Advisory Group
California
$655K +$10.8K +134 +2%
WA
1629
Wealth Architects
California
$655K -$18.9K -235 -3%
KCAM
1630
Kagan Cocozza Asset Management
New Jersey
$654K
GRR
1631
Golden Reserve Retirement
Ohio
$654K +$296K +3,684 +87%
RWM
1632
Riverbend Wealth Management
South Carolina
$652K +$48.6K +605 +8%
VAM
1633
Virtue Asset Management
Illinois
$651K -$625K -7,774 -50%
BOSSRA
1634
B.O.S.S. Retirement Advisors
Utah
$651K +$4.18K +52 +0.7%
EGA
1635
Eagle Global Advisors
Texas
$650K -$37.2K -463 -6%
MCM
1636
Monarch Capital Management
Indiana
$647K +$12.1K +150 +2%
CSPIA
1637
Cary Street Partners Investment Advisory
Virginia
$646K +$27.2K +338 +5%
LJAC
1638
L.J. Altfest & Co
New York
$645K -$884 -11 -0.1%
SAM
1639
Summit Asset Management
Tennessee
$645K +$8.36K +104 +1%
FWTB
1640
First Western Trust Bank
Colorado
$641K -$3.7K -46 -0.6%
GAA
1641
Global Assets Advisory
Florida
$638K -$15.2K -189 -2%
ZI
1642
ZEGA Investments
Florida
$637K -$4.02K -50 -0.6%
ASC
1643
Atalanta Sosnoff Capital
New York
$636K -$234K -2,911 -27%
PAW
1644
Plan A Wealth
Nebraska
$635K -$20.1K -250 -3%
MFG
1645
Mosaic Financial Group
Illinois
$631K +$1.61K +20 +0.3%
FAT
1646
First American Trust
California
$630K -$120K -1,490 -16%
CCG
1647
Coastwise Capital Group
California
$629K +$321 +4 +0.1%
BEW
1648
Burton Enright Welch
California
$628K +$48.5K +604 +9%
GITFIT
1649
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$628K +$225K +2,800 +58%
ECA
1650
Elevated Capital Advisors
Utah
$627K -$216K -2,687 -26%

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.