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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
TPA
1726
Trivium Point Advisory
Connecticut
$570K +$555K +6,900 New
NGA
1727
Naples Global Advisors
Florida
$569K +$40.3K +501 +8%
DA
1728
Doliver Advisors
Texas
$569K
MFG
1729
Magnus Financial Group
New York
$568K -$33.4K -415 -6%
FFA
1730
Founders Financial Alliance
North Carolina
$568K +$12.4K +154 +2%
EI
1731
EFG International
$568K -$35.8K -446 -6%
VCM
1732
Virtue Capital Management
Tennessee
$567K -$20.7K -258 -4%
HCWM
1733
Hidden Cove Wealth Management
Washington
$566K +$9.96K +124 +2%
WPP
1734
Whalerock Point Partners
Rhode Island
$566K +$4.5K +56 +0.8%
TP
1735
Tranquility Partners
Tennessee
$563K
WDL
1736
Well Done LLC
Michigan
$562K -$482 -6 -0.1%
BWM
1737
BigSur Wealth Management
Florida
$562K
WAG
1738
Wallace Advisory Group
California
$559K -$8.76K -109 -2%
OAM
1739
Occidental Asset Management
California
$559K -$21.8K -271 -4%
DMC
1740
Drexel Morgan & Co
Pennsylvania
$558K
PMSA
1741
Patrick M. Sweeney & Associates
Illinois
$557K +$8.2K +102 +2%
CA
1742
Cambridge Advisors
Nebraska
$556K -$23.7K -295 -4%
MAG
1743
M3 Advisory Group
Massachusetts
$555K +$26.9K +335 +5%
GIM
1744
Generali Investments Management
Slovenia
$555K +$69.4K +863 +15%
BWG
1745
Beta Wealth Group
California
$554K +$16.2K +202 +3%
SSWM
1746
Smith Salley Wealth Management
North Carolina
$554K -$3.16M -39,370 -85%
VCAM
1747
Van Cleef Asset Management
Ohio
$553K +$80 +1 +0%
IFWM
1748
Institute for Wealth Management
Colorado
$553K -$80.1K -997 -13%
IF
1749
Intrua Financial
Texas
$553K -$2.01K -25 -0.4%
CFG
1750
Cooper Financial Group
California
$552K +$18K +224 +3%

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.