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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
UWM
2151
United Wealth Management
Virginia
$304K
CAWM
2152
Capital Advisors Wealth Management
Washington
$303K -$344 -4 -0.1%
KFP
2153
Kerr Financial Planning
California
$303K -$92.7K -1,079 -23%
WC
2154
Westhampton Capital
North Carolina
$303K
MA
2155
MJP Associates
Connecticut
$302K -$15.7K -183 -5%
LFA
2156
Laraway Financial Advisors
Minnesota
$301K -$34K -396 -9%
PH
2157
Pinnacle Holdings
Oklahoma
$300K
GSF
2158
Grove Street Fiduciary
New Hampshire
$300K
CWM
2159
CarsonAllaria Wealth Management
Illinois
$300K -$4.64K -54 -1%
NWWA
2160
New Wave Wealth Advisors
Arkansas
$299K -$132K -1,532 -29%
HBW
2161
Hazlett, Burt & Watson
West Virginia
$299K +$86 +1 +0%
SGWM
2162
Sterling Group Wealth Management
California
$299K +$322K +3,751 New
WDG
2163
Wealth Dimensions Group
Ohio
$298K +$23.7K +276 +8%
CTA
2164
Colonial Trust Advisors
South Carolina
$298K +$12.8K +149 +4%
FSCM
2165
Front Street Capital Management
Montana
$298K
XSC
2166
X-Square Capital
Puerto Rico
$298K +$773 +9 +0.2%
BPAMU
2167
BTG Pactual Asset Management US
New York
$297K -$185K -2,156 -37%
TAM
2168
TCP Asset Management
Ohio
$297K +$321K +3,736 New
CWMS
2169
Cannon Wealth Management Services
North Carolina
$297K +$320K +3,726 New
CBT
2170
CoreFirst Bank & Trust
Kansas
$296K -$26.6K -310 -8%
AWC
2171
Adamsbrown Wealth Consultants
Kansas
$296K -$3.18K -37 -1%
MWA
2172
Madson Wealth Advisors
California
$296K +$319K +3,718 New
OWA
2173
Outlook Wealth Advisors
Texas
$295K +$1.72K +20 +0.5%
NS
2174
Northland Securities
Minnesota
$295K
HA
2175
HFG Advisors
Ohio
$294K -$88.7K -1,033 -22%

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.