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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
PMFA
2101
Plante Moran Financial Advisors
Michigan
$321K -$59.7K -695 -15%
PCA
2102
Peddock Capital Advisors
Massachusetts
$320K
SWA
2103
SFMG Wealth Advisors
Texas
$320K +$10.5K +122 +3%
OFA
2104
Orographic Financial Advisors
Colorado
$320K +$346K +4,030 New
JHP
2105
James Hambro & Partners
United Kingdom
$320K
AAB
2106
ABN AMRO Bank
Netherlands
$320K -$4.87M -56,665 -93%
TVPW
2107
Third View Private Wealth
Connecticut
$319K +$13.8K +161 +4%
TNBTD
2108
Trustmark National Bank Trust Department
Mississippi
$319K +$23.9K +278 +7%
EWM
2109
Elevatus Welath Management
New York
$319K +$21.9K +255 +7%
NED
2110
Nancy E. Dempze
$318K -$129K -1,500 -27%
EP
2111
EPIQ Partners
Minnesota
$318K
UBV
2112
United Bank (Virginia)
Virginia
$318K
NWM
2113
Northcape Wealth Management
New York
$318K +$3.61K +42 +1%
PWM
2114
Parkway Wealth Management
Texas
$318K +$8.33K +97 +3%
OAM
2115
Ostrum Asset Management
France
$318K +$228K +2,656 +199%
UAG
2116
United Advisor Group
Ohio
$318K +$17.1K +199 +5%
PAG
2117
Private Advisory Group
Washington
$317K +$342K +3,985 New
PWM
2118
Power Wealth Management
Georgia
$317K +$99K +1,153 +41%
MO
2119
McMillan Office
Michigan
$317K
1L
2120
10Elms LLP
Oklahoma
$316K
NCTC
2121
New Covenant Trust Company
Indiana
$316K +$81.6K +950 +31%
KA
2122
Kure Advisory
Minnesota
$316K +$429 +5 +0.1%
SIC
2123
SJS Investment Consulting
Ohio
$315K +$1.72K +20 +0.5%
OWA
2124
Octavia Wealth Advisors
Ohio
$315K -$18.3K -213 -5%
GHA
2125
Granite Harbor Advisors
Texas
$314K +$9.96K +116 +3%

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.