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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
LWM
2026
LeConte Wealth Management
Tennessee
$348K -$8.07K -94 -2%
EFG
2027
Embree Financial Group
Illinois
$348K +$61.3K +714 +19%
BFA
2028
Bill Few Associates
Pennsylvania
$347K +$8.59K +100 +2%
SWM
2029
Stronghold Wealth Management
Florida
$347K +$9.1K +106 +2%
LWA
2030
Legacy Wealth Advisors
Florida
$346K +$20.7K +241 +6%
TC
2031
Trilogy Capital
California
$346K +$83.6K +973 +29%
ICP
2032
Impact Capital Partners
Colorado
$346K +$515 +6 +0.1%
KWA
2033
Kondo Wealth Advisors
California
$346K -$1.72K -20 -0.5%
CI
2034
CacheTech Inc
Utah
$345K +$373K +4,337 New
LG
2035
Leuthold Group
Minnesota
$345K
EA
2036
Evolution Advisers
Virginia
$345K
LWCFA
2037
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K
GJWM
2038
Gilliland Jeter Wealth Management
Arkansas
$344K
CFG
2039
Copley Financial Group
California
$343K -$22.8K -266 -6%
OCM
2040
Osterweis Capital Management
California
$343K
BI
2041
Ballast Inc
Kentucky
$343K -$25.6K -298 -6%
CCIA
2042
Cherry Creek Investment Advisors
Colorado
$342K +$1.03K +12 +0.3%
KWM
2043
KFG Wealth Management
Indiana
$342K -$2.15K -25 -0.6%
AWM
2044
Ameliora Wealth Management
Switzerland
$342K
WRPWM
2045
Werba Rubin Papier Wealth Management
California
$342K +$59.1K +688 +19%
OWCM
2046
One Wealth Capital Management
Arizona
$342K -$39.1K -455 -10%
EIG
2047
Ellenbecker Investment Group
Wisconsin
$341K +$859 +10 +0.2%
ACP
2048
Aviance Capital Partners
Florida
$341K +$258 +3 +0.1%
1C
2049
111 Capital
France
$340K -$127K -1,474 -26%
DWAM
2050
Duncan Williams Asset Management
Tennessee
$340K -$55.4K -645 -13%

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.