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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
SWA
1776
Sax Wealth Advisors
New Jersey
$508K -$64.2K -747 -12%
MAG
1777
M3 Advisory Group
Massachusetts
$508K -$6.79K -79 -1%
RIP
1778
RAM Investment Partners
Washington
$508K +$548K +6,380 New
WPA
1779
Wealth Preservation Advisors
Tennessee
$508K -$86 -1 -0%
TIA
1780
Traphagen Investment Advisors
New Jersey
$506K -$32.1K -374 -6%
AG
1781
Algert Global
California
$506K +$3.01K +35 +0.6%
KCFA
1782
Key Client Fiduciary Advisors
New Jersey
$505K +$19.7K +229 +4%
MA
1783
Mezzasalma Advisors
New Jersey
$505K +$43.6K +508 +9%
FI
1784
Fosun International
China
$503K +$139K +1,618 +34%
PWP
1785
Ponta Wealth Partners
Florida
$502K +$65.6K +764 +14%
FRA
1786
Front Row Advisors
California
$501K
SB
1787
Simmons Bank
Arkansas
$501K -$6.01K -70 -1%
NHT
1788
New Hampshire Trust
New Hampshire
$500K -$42.9K -500 -7%
ISB
1789
Iowa State Bank
Iowa
$500K
EL
1790
EWA LLC
Pennsylvania
$499K +$63.7K +742 +13%
AB
1791
Atlas Brown
Kentucky
$498K +$1.72K +20 +0.3%
AA
1792
Alpha Advisors
Virginia
$496K -$19.4K -226 -3%
FFG
1793
Fortress Financial Group
Minnesota
$496K -$7.73K -90 -1%
AF
1794
ASL Financial
California
$496K +$1.2K +14 +0.2%
GPWM
1795
Grant Private Wealth Management
California
$494K -$10.2K -119 -2%
JCM
1796
Jacobsen Capital Management
Utah
$493K -$3.26K -38 -0.6%
WCM
1797
Wedge Capital Management
North Carolina
$493K +$61.2K +713 +13%
VSQM
1798
V-Square Quantitative Management
Illinois
$493K +$31.3K +364 +6%
BW
1799
Basepoint Wealth
Iowa
$492K -$79.3K -923 -13%
NL
1800
NWAM LLC
Washington
$491K -$10.4K -121 -2%

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.