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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
GA
2076
GFS Advisors
Texas
$330K -$56.9K -662 -14%
PSP
2077
Principal Street Partners
Tennessee
$330K +$9.71K +113 +3%
PCMNC
2078
Piedmont Capital Management (North Carolina)
North Carolina
$330K
LPFG
2079
Landing Point Financial Group
Ohio
$329K +$86 +1 +0%
MFF
2080
Michels Family Financial
Texas
$328K +$9.53K +111 +3%
LC
2081
Lawood & Co
Pennsylvania
$328K +$9.53K +111 +3%
FGI
2082
Foresight Global Investors
New York
$328K
CWA
2083
CM Wealth Advisors
Ohio
$327K +$32.8K +382 +10%
KFS
2084
Keynote Financial Services
Connecticut
$326K
LCS
2085
Levin Capital Strategies
New York
$326K
LA
2086
Lifeworks Advisors
Michigan
$326K -$515 -6 -0.1%
JRPIM
2087
Journey Retirement Planning & Investment Management
Idaho
$325K -$1.93M -22,434 -85%
BHWM
2088
Bar Harbor Wealth Management
New Hampshire
$324K +$3.95K +46 +1%
SIM
2089
SSI Investment Management
California
$323K
BHC
2090
Bull Harbor Capital
Maryland
$323K +$348K +4,057 New
AFG
2091
Albion Financial Group
Utah
$323K +$240K +2,797 +223%
SHFG
2092
S Harris Financial Group
Texas
$322K -$7.64K -89 -2%
DIP
2093
DT Investment Partners
Pennsylvania
$322K -$11.4K -133 -3%
DWS
2094
Discipline Wealth Solutions
South Carolina
$322K
SPF
2095
South Plains Financial
Texas
$322K -$17.2K -200 -5%
JWM
2096
JGP Wealth Management
Oregon
$322K
ACP
2097
Argyle Capital Partners
California
$322K +$11.3K +131 +3%
ALA
2098
Atlas Legacy Advisors
California
$321K -$67.4K -785 -16%
NLP
2099
Next Level Private
New York
$321K -$258 -3 -0.1%
AMBIA
2100
Allen Mooney & Barnes Investment Advisors
Georgia
$321K -$5.75K -67 -2%

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.