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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
WETS
1976
Wealth Enhancement Trust Services
South Dakota
$378K +$204K +2,379 +101%
OAS
1977
Optivise Advisory Services
Tennessee
$377K -$34.1K -397 -8%
CPW
1978
Cogent Private Wealth
Florida
$377K +$35.4K +412 +10%
SAM
1979
Strategy Asset Managers
California
$376K -$5.24K -61 -1%
VHAM
1980
Van Hulzen Asset Management
California
$375K +$184K +2,137 +83%
AW
1981
Avion Wealth
Texas
$371K -$83.1K -967 -17%
DG
1982
Diesslin Group
Texas
$369K
SP
1983
Successful Portfolios
Florida
$367K -$5.07K -59 -1%
PC
1984
Prairiewood Capital
North Dakota
$366K
CGH
1985
CMG Global Holdings
Texas
$364K +$601 +7 +0.2%
PAWC
1986
P.A.W. Capital
Connecticut
$364K +$395K +4,600 New
TWA
1987
Talisman Wealth Advisors
New Jersey
$363K -$5.58K -65 -1%
PSC
1988
Prentiss Smith & Co
Vermont
$363K
WAAG
1989
Wealth Alliance Advisory Group
Kansas
$363K -$1.29K -15 -0.3%
SI
1990
Seeds Investor
New York
$362K +$601 +7 +0.2%
EAN
1991
Excelsior Advisor Network
Colorado
$362K +$20.2K +235 +5%
MHC
1992
May Hill Capital
Massachusetts
$362K +$81.7K +951 +26%
CSC
1993
Caldwell Sutter Capital
California
$362K -$12.8K -149 -3%
IWAO
1994
Independence Wealth Advisors (Ohio)
Ohio
$362K +$131K +1,529 +51%
ORC
1995
O'Rourke & Company
Massachusetts
$361K +$258 +3 +0.1%
MAMU
1996
Myriad Asset Management US
Florida
$361K +$43.5K +506 +13%
S
1997
Sunpointe
Missouri
$360K +$601 +7 +0.2%
PWG
1998
Private Wealth Group
Florida
$359K
PFA
1999
Professional Financial Advisors
Nebraska
$359K +$12.7K +148 +3%
BWP
2000
Bernardo Wealth Planning
Pennsylvania
$359K +$1.63K +19 +0.4%

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.