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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
BBPWM
1926
Blue Bell Private Wealth Management
Pennsylvania
$407K +$84.2K +980 +24%
TF
1927
Trek Financial
Arizona
$406K -$346K -4,029 -44%
FIA
1928
FNY Investment Advisers
New York
$406K +$438K +5,100 New
VAG
1929
VisionPoint Advisory Group
Texas
$405K -$28.1K -327 -6%
FC
1930
Fusion Capital
South Carolina
$405K +$197K +2,298 +82%
BHIA
1931
Birch Hill Investment Advisors
Massachusetts
$404K
RP
1932
Raelipskie Partnership
Ontario, Canada
$404K
AA
1933
Ahara Advisors
New Jersey
$404K -$19.9K -232 -4%
UF
1934
Univest Financial
Pennsylvania
$403K -$55K -640 -11%
NFC
1935
Northstar Financial Companies
Pennsylvania
$403K -$16.3K -190 -4%
GSIAS
1936
Garden State Investment Advisory Services
New Jersey
$402K +$207K +2,413 +92%
RL
1937
Ruffer LLP
United Kingdom
$399K
FCMC
1938
Founders Capital Management (Connecticut)
Connecticut
$398K -$20.5M -238,442 -98%
SRC
1939
Shufro Rose & Co
New York
$398K -$198K -2,300 -32%
MJP
1940
Michael J. Puzo
$398K
NC
1941
North Capital
Utah
$397K
CAL
1942
Capital Analysts LLC
Pennsylvania
$395K +$53.2K +619 +14%
IP
1943
Ignite Planners
California
$395K -$3.52K -41 -0.8%
BFF
1944
Byrne Financial Freedom
Massachusetts
$393K -$18.7K -218 -4%
AFA
1945
AA Financial Advisors
Ohio
$393K +$39.3K +457 +10%
KNW
1946
Kesler Norman & Wride
Utah
$393K +$859 +10 +0.2%
JWM
1947
Jacksonville Wealth Management
Florida
$392K +$6.44K +75 +2%
MAM
1948
MMA Asset Management
Pennsylvania
$392K -$86 -1 -0%
CD
1949
Chapin Davis
Maryland
$392K
SGCA
1950
Steel Grove Capital Advisors
Tennessee
$392K +$3.44K +40 +0.8%

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.