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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
LCWP
1676
Legacy Capital Wealth Partners
Arkansas
$574K -$133K -1,552 -18%
OAM
1677
Oxford Asset Management
United Kingdom
$573K +$619K +7,202 New
LC
1678
Lincoln Capital
Nebraska
$573K +$172 +2 +0%
SW
1679
SlateStone Wealth
Florida
$571K +$616K +7,167 New
CCWM
1680
Cassaday & Co Wealth Management
Virginia
$570K -$57.1K -665 -8%
SCA
1681
Sippican Capital Advisors
Massachusetts
$570K -$18K -210 -3%
LA
1682
Lynch & Associates
Indiana
$570K +$38.7K +450 +7%
VWA
1683
VSM Wealth Advisory
Maryland
$570K +$149K +1,735 +32%
DIM
1684
Delta Investment Management
California
$569K
APG
1685
Abacus Planning Group
South Carolina
$568K -$55.8K -650 -8%
CF
1686
Convergence Financial
Missouri
$568K +$297K +3,458 +94%
BFP
1687
Birchwood Financial Partners
Minnesota
$567K -$6.44K -75 -1%
MCM
1688
Maltese Capital Management
New York
$567K -$4.41M -51,376 -88%
DLA
1689
Douglas Lane & Associates
New York
$567K -$46.5K -541 -7%
CA
1690
CoreCap Advisors
Michigan
$567K +$83.2K +969 +16%
CL
1691
COWA LLC
Oklahoma
$565K -$6.01K -70 -1%
CA
1692
Cache Advisors
California
$565K
RDWM
1693
Red Door Wealth Management
Tennessee
$565K +$63.7K +742 +12%
SWP
1694
Summit Wealth Partners
Florida
$565K +$423K +4,923 +227%
SIG
1695
Sky Investment Group
Connecticut
$564K -$51.5K -600 -8%
CIM
1696
Cambria Investment Management
California
$563K +$109K +1,268 +22%
AA
1697
Auxano Advisors
Washington
$563K -$57.5K -670 -9%
SFG
1698
SNS Financial Group
Minnesota
$562K +$8.59K +100 +1%
MBTD
1699
Mechanics Bank - Trust Department
California
$561K
5NPW
1700
55 North Private Wealth
Florida
$560K -$61K -710 -9%

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.