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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
SWP
1701
Summit Wealth Partners
Florida
$584K -$1.69K -21 -0.3%
AA
1702
Auxano Advisors
Washington
$584K -$482 -6 -0.1%
GFA
1703
Gallagher Fiduciary Advisors
Illinois
$583K +$39.6K +493 +8%
MBTD
1704
Mechanics Bank - Trust Department
California
$582K
RZH
1705
Relyea Zuckerberg Hanson
Connecticut
$582K +$16.4K +204 +3%
MIC
1706
Means Investment Company
Maine
$581K +$1.69K +21 +0.3%
SCA
1707
Sippican Capital Advisors
Massachusetts
$580K -$11.7K -145 -2%
APG
1708
Abacus Planning Group
South Carolina
$580K -$9.56K -119 -2%
VCM
1709
Versant Capital Management
Arizona
$579K -$192K -2,391 -25%
CPA
1710
Capital Performance Advisors
California
$579K -$383K -4,772 -41%
FB
1711
First Bancorp
Maine
$579K -$482 -6 -0.1%
MCP
1712
Mirador Capital Partners
California
$576K -$1.21K -15 -0.2%
BC
1713
Brio Consultants
California
$576K -$136K -1,689 -19%
HCMT
1714
Highland Capital Management (Tennessee)
Tennessee
$575K -$868K -10,799 -61%
ACA
1715
Arsenal Capital Advisors
Pennsylvania
$575K +$9.8K +122 +2%
CT
1716
Coastline Trust
Rhode Island
$575K -$4.1K -51 -0.7%
CPWA
1717
Cerro Pacific Wealth Advisors
California
$575K +$4.02K +50 +0.7%
CCM
1718
Charter Capital Management
Wisconsin
$574K +$241 +3 +0%
IWA
1719
IBEX Wealth Advisors
New Jersey
$573K +$1.77K +22 +0.3%
SIS
1720
Sound Income Strategies
Florida
$573K +$3.86K +48 +0.7%
ACG
1721
Allen Capital Group
Nebraska
$572K +$11K +137 +2%
PCMN
1722
Paradigm Capital Management (Nevada)
Nevada
$571K +$8.12K +101 +1%
OL
1723
one8zero8 LLC
North Carolina
$571K
SWM
1724
Selby Wealth Management
California
$571K
MCA
1725
MSH Capital Advisors
Arizona
$571K -$104K -1,290 -16%

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.