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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
RFP
1826
Root Financial Partners
California
$476K -$27.7K -322 -5%
VCP
1827
Verus Capital Partners
Arizona
$475K +$3.18K +37 +0.6%
LHP
1828
Lexington Hill Partners
Texas
$474K +$14.3K +167 +3%
CP
1829
Canopy Partners
Ohio
$474K -$71.5K -832 -12%
AMIM
1830
Aull & Monroe Investment Management
Alabama
$473K
IP
1831
Intellectus Partners
California
$473K +$511K +5,945 New
ZIG
1832
Zullo Investment Group
Pennsylvania
$473K -$12.1K -141 -2%
SFG
1833
Seamount Financial Group
Colorado
$472K +$69.4K +808 +16%
CL
1834
CVFG LLC
Indiana
$472K +$509K +5,931 New
PRP
1835
Peak Retirement Planning
Ohio
$472K -$82.8K -964 -14%
QL
1836
Quarry LP
New York
$470K +$69.1K +804 +16%
NFP
1837
Narus Financial Partners
Utah
$470K -$11K -128 -2%
PTB
1838
Pioneer Trust Bank
Oregon
$470K
SC
1839
Searle & Co
Connecticut
$469K
DWM
1840
Denver Wealth Management
Colorado
$468K +$13.9K +162 +3%
MW
1841
Maia Wealth
Colorado
$467K -$16.5K -192 -3%
Members Trust
1842
Members Trust
Florida
$467K -$598K -6,966 -54%
SWM
1843
Silverlake Wealth Management
Vermont
$467K -$601 -7 -0.1%
AWA
1844
Alaska Wealth Advisors
Alaska
$467K
WPW
1845
Waldron Private Wealth
Pennsylvania
$466K +$139K +1,617 +38%
CWA
1846
Cornerstone Wealth Advisors
Minnesota
$466K -$77.3K -900 -13%
GIM
1847
Generali Investments Management
Slovenia
$466K -$1.05M -12,271 -68%
PPG
1848
Peak Planning Group
Colorado
$464K -$197K -2,297 -28%
FCA
1849
FLC Capital Advisors
California
$464K -$859 -10 -0.2%
EFA
1850
Evernest Financial Advisors
Indiana
$463K -$128K -1,496 -21%

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.