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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
TVM
1876
True Vision MN
Minnesota
$441K +$54.3K +632 +13%
RIA
1877
Regal Investment Advisors
Michigan
$441K +$1.37K +16 +0.3%
PWP
1878
Pursue Wealth Partners
California
$440K
BWAM
1879
Boyd Watterson Asset Management
Ohio
$438K -$59.4K -691 -11%
NPA
1880
Nichols & Pratt Advisers
Massachusetts
$438K
RWPA
1881
Richard W. Paul & Associates
Michigan
$437K -$10.3K -120 -2%
TPM
1882
Triasima Portfolio Management
Quebec, Canada
$436K -$47.4K -552 -9%
BMWS
1883
Brady Martz Wealth Solutions
North Dakota
$435K +$1.89K +22 +0.4%
HCMG
1884
Howard Capital Management Group
California
$434K +$42.9K +500 +10%
HGWM
1885
Horst & Graben Wealth Management
Oregon
$433K +$187K +2,175 +68%
QFA
1886
Quantum Financial Advisors
California
$432K +$34.4K +401 +8%
FIM
1887
Fruth Investment Management
Texas
$431K
ACM
1888
Arcataur Capital Management
Wisconsin
$430K +$6.01K +70 +1%
AMPWP
1889
Alvarez & Marsal Private Wealth Partners
Florida
$430K +$101K +1,180 +28%
DA
1890
Detalus Advisors
Missouri
$430K -$3.01K -35 -0.6%
BFS
1891
BridgePort Financial Solutions
Iowa
$428K +$7.64K +89 +2%
RWA
1892
Roberts Wealth Advisors
California
$428K +$53.3K +621 +13%
HFP
1893
Holistic Financial Partners
Indiana
$428K +$20.6K +240 +5%
EMAM
1894
Encompass More Asset Management
California
$427K -$3.26K -38 -0.7%
FISPB
1895
Fideuram - Intesa Sanpaolo Private Banking
$427K +$295K +3,438 +179%
PFW
1896
Petros Family Wealth
Minnesota
$426K -$105K -1,223 -19%
SHGA
1897
Sand Hill Global Advisors
California
$426K +$7.64K +89 +2%
FM
1898
Foster & Motley
Ohio
$425K +$178K +2,077 +64%
SWRP
1899
Summit Wealth & Retirement Planning
California
$425K -$71.9K -837 -14%
IB
1900
Intrust Bank
Kansas
$423K +$12.3K +143 +3%

WFC Hedge Fund Activity: Q1 2026 in Review

2,802 of the 8,132 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.