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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
BWP
1651
BlueStem Wealth Partners
Minnesota
$591K -$11.9K -138 -2%
BOC
1652
Bull Oak Capital
California
$590K +$636K +7,409 New
ST
1653
Spinnaker Trust
Maine
$590K
CWM
1654
Connecticut Wealth Management
Connecticut
$589K +$23.5K +274 +4%
TA
1655
Tactive Advisors
Florida
$586K -$23.5K -274 -4%
PMWMG
1656
Parr McKnight Wealth Management Group
Minnesota
$586K -$4.64K -54 -0.7%
CWA
1657
Crusonia Wealth Advisors
Colorado
$586K +$15.8K +184 +3%
TCM
1658
Tradewinds Capital Management
Washington
$586K +$1.03K +12 +0.2%
EGA
1659
E&G Advisors
Texas
$586K +$429 +5 +0.1%
VP
1660
Verum Partners
North Carolina
$585K -$3.69K -43 -0.6%
PCI
1661
Pacifica Capital Investments
Texas
$584K
LA
1662
Lakeside Advisors
Washington
$583K -$17.2K -200 -3%
EI
1663
EFG International
$583K +$103K +1,201 +20%
LRPA
1664
L. Roy Papp & Associates
Arizona
$582K
AIIMS
1665
Analyst IMS Investment Management Services
Israel
$581K -$249K -2,900 -28%
OWM
1666
OneAscent Wealth Management
Alabama
$581K -$17K -198 -3%
MFG
1667
Magnus Financial Group
New York
$580K -$9.79K -114 -2%
RWM
1668
Riverbend Wealth Management
South Carolina
$580K +$292K +3,396 +87%
TCM
1669
Tributary Capital Management
Nebraska
$580K -$15K -175 -2%
HR
1670
Howe & Rusling
New York
$578K -$33.8K -394 -5%
ANB
1671
Amarillo National Bank
Texas
$576K +$622K +7,241 New
IIC
1672
Ironwood Investment Counsel
Arizona
$576K +$258 +3 +0%
EGM
1673
Engineers Gate Manager
New York
$576K -$293K -3,407 -32%
MCM
1674
Mengis Capital Management
Oregon
$575K -$25.4K -296 -4%
AFT
1675
Alpha Family Trust
California
$575K

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.