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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
DP
2176
Denver PWM
Colorado
$294K +$33.8K +393 +11%
RWC
2177
Rare Wolf Capital
Washington
$294K
M
2178
MATAURO
New York
$294K +$1.29K +15 +0.4%
SCP
2179
Sivia Capital Partners
California
$294K -$447K -5,210 -59%
RWM
2180
RKL Wealth Management
Pennsylvania
$294K -$381K -4,437 -55%
FSA
2181
Financial Security Advisor
Virginia
$293K +$1.46K +17 +0.5%
BMO
2182
Beck Mack & Oliver
New York
$293K
PS
2183
Planned Solutions
California
$293K -$119K -1,383 -27%
PPWM
2184
Paragon Private Wealth Management
Kentucky
$292K -$25.3K -294 -7%
COFSG
2185
Carbahal Olsen Financial Services Group
California
$291K -$1.03K -12 -0.3%
LWA
2186
Lifelong Wealth Advisors
Minnesota
$290K +$172 +2 +0.1%
ADL
2187
Asset Dedication LLC
California
$290K -$64.2K -748 -17%
CCFM
2188
Clear Creek Financial Management
Washington
$289K +$13.4K +156 +4%
MWA
2189
Motive Wealth Advisors
Michigan
$289K -$3.44K -40 -1%
NWM
2190
Nolet Wealth Management
Texas
$289K -$6.1K -71 -2%
CCAM
2191
Cascades Capital Asset Management
North Carolina
$289K -$193K -2,251 -38%
FCG
2192
Financial Connections Group
California
$288K
SCA
2193
Sandy Cove Advisors
Massachusetts
$288K +$4.55K +53 +1%
HA
2194
HC Advisors
Georgia
$288K +$28K +326 +10%
VV
2195
Verity & Verity
South Carolina
$287K
TTWM
2196
TCV Trust & Wealth Management
Virginia
$287K -$58K -675 -16%
ACM
2197
Ayrshire Capital Management
Connecticut
$287K -$137K -1,593 -31%
EFG
2198
Ethos Financial Group
Pennsylvania
$286K +$44.3K +516 +17%
NWA
2199
Navis Wealth Advisors
New York
$285K
CTWM
2200
Cherry Tree Wealth Management
Minnesota
$285K

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.