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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
WAM
1951
Walker Asset Management
Missouri
$392K +$2.06K +24 +0.5%
BFP
1952
Brewster Financial Planning
New York
$391K +$2.06K +24 +0.5%
TAP
1953
TSG Advice Partners
Ohio
$391K +$40.5K +472 +11%
FFC
1954
First Financial Corp
Indiana
$391K -$18.4K -214 -4%
KFC
1955
Klingenstein Fields & Co
New York
$391K +$945 +11 +0.2%
MCA
1956
Millennium Capital Advisors
Arkansas
$391K
RWP
1957
Revolve Wealth Partners
New Jersey
$390K +$9.62K +112 +2%
AIA
1958
AssuredPartners Investment Advisors
Florida
$390K -$84.8K -987 -17%
WF
1959
WoodTrust Financial
Wisconsin
$390K -$3.95K -46 -0.9%
FWA
1960
FSM Wealth Advisors
Ohio
$389K -$12.3K -143 -3%
SIC
1961
Samalin Investment Counsel
New York
$388K -$515 -6 -0.1%
SPG
1962
Strategic Planning Group
Utah
$387K -$5.33M -62,010 -93%
DSC
1963
Duncker Streett & Co
Missouri
$387K -$85.1K -991 -17%
MC
1964
Marest Capital
California
$386K +$178K +2,069 +74%
BGAI
1965
Bruce G. Allen Investments
Colorado
$385K +$14.7K +171 +4%
AWAU
1966
Alliance Wealth Advisors (Utah)
Utah
$385K -$281K -3,268 -40%
BCM
1967
Buckhead Capital Management
Georgia
$384K -$5.67K -66 -1%
SIAG
1968
Safeguard Investment Advisory Group
California
$384K +$7.64K +89 +2%
USWIA
1969
UP Strategic Wealth Investment Advisors
Pennsylvania
$384K +$172K +2,000 +70%
NG
1970
Novem Group
New York
$383K -$120K -1,400 -23%
GITFIT
1971
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$382K
CCG
1972
Cypress Capital Group
Florida
$382K +$57.2K +666 +16%
FFC
1973
Frederick Financial Consultants
Maryland
$381K +$119K +1,383 +41%
GIPW
1974
Granite Islands Private Wealth
Connecticut
$379K -$278K -3,240 -40%
NBWM
1975
North Berkeley Wealth Management
California
$378K +$15.9K +185 +4%

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.