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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
CFS
2051
Compass Financial Services
Iowa
$340K +$105K +1,218 +40%
THL
2052
Tillman Hartley LLC
Colorado
$340K -$57.1K -665 -13%
MAG
2053
Mokosak Advisory Group
Iowa
$339K +$1.8K +21 +0.5%
CWM
2054
Chesapeake Wealth Management
Virginia
$339K +$1.2K +14 +0.3%
TW
2055
Towerpoint Wealth
California
$338K
RBC
2056
Romano Brothers & Co
Illinois
$338K -$5.15K -60 -1%
GRR
2057
Golden Reserve Retirement
Ohio
$336K +$101K +1,179 +39%
EC
2058
EdgeRock Capital
Colorado
$336K -$17.6K -205 -5%
AT
2059
American Trust
Kentucky
$336K -$11.2K -130 -3%
GBT
2060
Grove Bank & Trust
Florida
$336K +$4.21K +49 +1%
MCCA
2061
Mill Creek Capital Advisors
Pennsylvania
$335K -$46.7K -544 -11%
CWM
2062
Centurion Wealth Management
Virginia
$335K -$1.03K -12 -0.3%
NPT
2063
Nixon Peabody Trust
Massachusetts
$335K +$73.1K +851 +25%
TWA
2064
TCI Wealth Advisors
Arizona
$334K -$11.3K -132 -3%
CMAI
2065
Capital Management Associates Inc
Minnesota
$334K +$773 +9 +0.2%
FCM
2066
Family Capital Management
Michigan
$334K +$360K +4,192 New
CNB
2067
Camden National Bank
Maine
$332K
IWA
2068
Integrity Wealth Advisors
California
$332K +$21.3K +248 +6%
EIP
2069
Ellis Investment Partners
Pennsylvania
$332K +$172 +2 +0%
AA
2070
ALPS Advisors
Colorado
$332K -$45.1K -525 -11%
NDSI
2071
Newman Dignan & Sheerar Inc
Rhode Island
$331K +$22K +256 +7%
CAG
2072
Centerpoint Advisory Group
Kansas
$331K
GAM
2073
Gould Asset Management
California
$331K
BAM
2074
BCV Asset Management
$331K +$357K +4,155 New
BFW
2075
Brady Family Wealth
Missouri
$331K +$12.8K +149 +4%

WFC Hedge Fund Activity: Q1 2026 in Review

2,802 of the 8,132 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.