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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
OAM
1701
Occidental Asset Management
California
$560K +$20.2K +235 +3%
CA
1702
Cambridge Advisors
Nebraska
$559K
FB
1703
First Bancorp
Maine
$558K -$13.3K -155 -2%
MIC
1704
Means Investment Company
Maine
$558K +$1.72K +20 +0.3%
CT
1705
Coastline Trust
Rhode Island
$558K -$8.68K -101 -1%
BMWM
1706
Brown Miller Wealth Management
Virginia
$558K -$16.7K -195 -3%
VNT
1707
Vanguard National Trust
Pennsylvania
$558K +$601K +7,003 New
BEW
1708
Burton Enright Welch
California
$557K -$16K -186 -3%
HP
1709
Hikari Power
Japan
$557K -$7.99M -93,070 -93%
GH
1710
GLP Holdings
Georgia
$557K
MCP
1711
Mirador Capital Partners
California
$557K
SIS
1712
Sound Income Strategies
Florida
$554K -$2.75K -32 -0.5%
CCM
1713
Charter Capital Management
Wisconsin
$553K +$114K +1,324 +24%
IWA
1714
IBEX Wealth Advisors
New Jersey
$550K -$5.27M -61,300 -90%
OL
1715
one8zero8 LLC
North Carolina
$550K -$15.5K -180 -3%
SWM
1716
Selby Wealth Management
California
$550K
CPWA
1717
Cerro Pacific Wealth Advisors
California
$549K +$15.9K +185 +3%
DA
1718
Doliver Advisors
Texas
$548K -$28.5K -332 -5%
WAG
1719
Wallace Advisory Group
California
$548K +$8.25K +96 +1%
ICP
1720
Interchange Capital Partners
Pennsylvania
$547K -$259K -3,010 -29%
VCM
1721
Virtue Capital Management
Tennessee
$547K +$33.6K +391 +6%
RZH
1722
Relyea Zuckerberg Hanson
Connecticut
$545K -$6.7K -78 -1%
ACA
1723
Arsenal Capital Advisors
Pennsylvania
$544K -$13.1K -152 -2%
SWA
1724
Stratos Wealth Advisors
Ohio
$542K -$177K -2,055 -23%
PCMN
1725
Paradigm Capital Management (Nevada)
Nevada
$542K -$81.6K -950 -12%

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.