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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
EP
2001
Edgestream Partners
New Jersey
$357K -$373K -4,340 -49%
LIP
2002
Lynch Investment Planning
Pennsylvania
$356K +$2.15K +25 +0.6%
FHC
2003
First Heartland Consultants
Missouri
$355K +$1.72K +20 +0.4%
GKIM
2004
GW&K Investment Management
Massachusetts
$355K -$5.07K -59 -1%
JWWM
2005
Johnson & White Wealth Management
Pennsylvania
$355K -$515 -6 -0.1%
GSWM
2006
Golden State Wealth Management
California
$355K -$25.1K -292 -6%
AIM
2007
Avity Investment Management
Connecticut
$354K +$34.4K +400 +10%
SEP
2008
Southland Equity Partners
Missouri
$354K -$258 -3 -0.1%
LAM
2009
Lewis Asset Management
California
$353K
NCM
2010
Narwhal Capital Management
Georgia
$353K
WMA
2011
Wealth Management Associates
New Jersey
$352K -$51K -594 -12%
FAB
2012
First American Bank
Illinois
$352K
SIG
2013
Sargent Investment Group
Maryland
$352K +$13.7K +160 +4%
PWM
2014
Partners Wealth Management
California
$352K
BFA
2015
Beacon Financial Advisory
Ohio
$352K -$9.1K -106 -2%
SCG
2016
Sonata Capital Group
Washington
$351K -$8.59K -100 -2%
CCM
2017
Check Capital Management
California
$351K -$53.7K -625 -12%
MWP
2018
Madison Wealth Partners
Wisconsin
$351K +$26.5K +309 +8%
MHR
2019
Matthew Hamilton Rosenberg
$351K +$12.5K +145 +3%
CWM
2020
Concentrum Wealth Management
California
$350K +$1.98K +23 +0.5%
KLWA
2021
Kelly Lawrence W & Associates
California
$350K
AF
2022
Arrow Financial
New York
$350K -$50.7K -590 -12%
BDF
2023
Black Diamond Financial
Maryland
$350K -$34.9K -406 -8%
CWM
2024
Circle Wealth Management
New Jersey
$349K +$6.44K +75 +2%
KIA
2025
Koenig Investment Advisory
Oregon
$349K -$601 -7 -0.2%

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.