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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
SAM
1751
Sequent Asset Management
Texas
$527K -$11.6K -135 -2%
CWS
1752
Confluence Wealth Services
Pennsylvania
$527K
TC
1753
TFR Capital
Texas
$525K +$34.9K +406 +7%
FCIM
1754
Fairview Capital Investment Management
California
$524K -$25.8K -300 -4%
SOAG
1755
Silver Oak Advisory Group
Oregon
$524K
SWGC
1756
Summit Wealth Group (Colorado)
Colorado
$523K +$133K +1,549 +31%
FCAS
1757
First Command Advisory Services
Texas
$523K +$58.3K +679 +12%
GFA
1758
Gallagher Fiduciary Advisors
Illinois
$523K -$78.8K -918 -12%
WA
1759
WealthTrust Axiom
Pennsylvania
$521K -$5.33K -62 -0.9%
HBT
1760
Heartland Bank & Trust
Illinois
$519K +$10.5K +122 +2%
BWG
1761
Beta Wealth Group
California
$518K +$17.4K +202 +3%
SC
1762
Summa Corp
Texas
$517K -$28.8K -335 -5%
RRA
1763
Red Reef Advisors
Florida
$516K -$66.1K -770 -11%
TAM
1764
Titleist Asset Management
Texas
$516K +$5.15K +60 +0.9%
HFS
1765
Howard Financial Services
Texas
$515K +$256K +2,978 +85%
CFG
1766
Cooper Financial Group
California
$514K -$49.4K -575 -8%
SL
1767
Salomon & Ludwin
Virginia
$514K -$15K -175 -3%
LB
1768
Legacy Bridge
Iowa
$511K
SCM
1769
Sterneck Capital Management
Missouri
$511K
SFC
1770
SYM Financial Corp
Indiana
$510K +$66.1K +770 +14%
JWA
1771
JFS Wealth Advisors
Pennsylvania
$510K +$5.24K +61 +1%
PCG
1772
PFC Capital Group
California
$510K +$29.5K +344 +6%
HWA
1773
HHM Wealth Advisors
Tennessee
$510K -$45.4K -528 -8%
HFM
1774
Hartford Financial Management
Connecticut
$510K
NGA
1775
Naples Global Advisors
Florida
$509K +$23.2K +270 +4%

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.