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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
CTI
1901
Community Trust & Investment
Kentucky
$423K -$17K -198 -4%
BAM
1902
Byrne Asset Management
New Jersey
$422K +$406K +4,731 +824%
AFG
1903
Allegheny Financial Group
Pennsylvania
$422K -$43.5K -506 -9%
GKWIM
1904
Gerber Kawasaki Wealth & Investment Management
California
$419K -$24.4K -284 -5%
RIM
1905
RW Investment Management
Idaho
$419K +$452K +5,263 New
KA
1906
Kearns & Associates
California
$418K -$150K -1,750 -25%
SP
1907
Stonebrook Private
Michigan
$417K +$40.6K +473 +10%
FFG
1908
Fortem Financial Group
California
$417K +$14.9K +173 +3%
HNWAG
1909
High Net Worth Advisory Group
Florida
$417K +$52.7K +614 +13%
UWM
1910
Urban Wealth Management
California
$416K -$38.5K -448 -8%
MWM
1911
Maripau Wealth Management
Indiana
$415K +$24.1K +280 +6%
MSA
1912
Marino Stram & Associates
Massachusetts
$415K +$7.21K +84 +2%
MPCG
1913
Matrix Private Capital Group
New York
$415K
Fiera Capital (Canada)
1914
Fiera Capital (Canada)
Quebec, Canada
$414K
BFA
1915
Brown Financial Advisors
Ohio
$413K +$4.9K +57 +1%
AI
1916
AdvisorShares Investments
Maryland
$412K
ACGA
1917
Atlanta Consulting Group Advisors
Georgia
$412K -$109K -1,273 -20%
AIA
1918
Alternative Investment Advisors
Florida
$412K +$38.3K +446 +9%
LWM
1919
Lakeridge Wealth Management
Ohio
$411K +$9.96K +116 +2%
SMC
1920
Smith, Moore & Co
Missouri
$411K
OIS
1921
OneAscent Investment Solutions
Alabama
$411K +$3.52K +41 +0.8%
DDC
1922
DF Dent & Co
Maryland
$410K +$169K +1,965 +62%
IIA
1923
Integral Investment Advisors
California
$410K -$140K -1,629 -24%
KF
1924
Kelsey Financial
California
$410K -$88.7K -1,033 -17%
WH
1925
Willner & Heller
California
$409K +$2.4K +28 +0.5%

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.