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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
JFG
2201
Jefferies Financial Group
New York
$285K -$4.04M -47,051 -93%
EWA
2202
Emergent Wealth Advisors
New York
$284K +$30.3K +353 +11%
SFGP
2203
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$283K +$98.7K +1,149 +48%
CA
2204
Crewe Advisors
Utah
$283K +$12.3K +143 +4%
WI
2205
Wedgewood Investors
Pennsylvania
$282K
BFO
2206
Boston Family Office
Massachusetts
$282K +$10.7K +125 +4%
RPGK
2207
Retirement Planning Group (Kansas)
Kansas
$281K +$20.8K +242 +7%
B
2208
BetterWealth
California
$281K +$1.8K +21 +0.6%
BWP
2209
BSW Wealth Partners
Colorado
$280K +$5.33K +62 +2%
CAL
2210
Capital Advisors Ltd
Ohio
$280K +$9.62K +112 +3%
PAG
2211
Powers Advisory Group
Illinois
$280K +$258 +3 +0.1%
Cohen & Steers
2212
Cohen & Steers
New York
$279K +$68.7K +800 +30%
FOA
2213
Five Oceans Advisors
California
$279K -$4.47K -52 -1%
CIS
2214
Custom Index Systems
New York
$279K
TFA
2215
Tobias Financial Advisors
Florida
$279K -$51.7K -602 -15%
DOA
2216
D'Orazio & Associates
Virginia
$278K +$1.72K +20 +0.6%
FFA
2217
Fi3 Financial Advisors
Indiana
$278K -$19.4K -226 -6%
HI
2218
HBK Investments
Texas
$278K +$300K +3,492 New
MWM
2219
McMill Wealth Management
Nebraska
$278K
CWA
2220
Centennial Wealth Advisory
Michigan
$277K -$61.8K -720 -17%
NG
2221
Northstar Group
New York
$277K +$1.03K +12 +0.3%
BFA
2222
Beaumont Financial Advisors
Massachusetts
$277K -$13.1K -153 -4%
W
2223
Wealthquest
Ohio
$277K -$61.6K -717 -17%
SFC
2224
Sprinkle Financial Consultants
Colorado
$276K -$3.01K -35 -1%
GA
2225
Goldstein Advisors
Wisconsin
$276K +$37K +431 +14%

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.