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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
SIC
2226
SFE Investment Counsel
California
$276K
VDI
2227
Vaughan David Investments
Illinois
$276K +$86 +1 +0%
NWA
2228
New World Advisors
Massachusetts
$275K -$30.2K -352 -9%
VWA
2229
Vistica Wealth Advisors
California
$275K +$14.1K +164 +5%
CB
2230
Chris Bulman
California
$275K +$296K +3,450 New
VFP
2231
Verus Financial Partners
Virginia
$274K +$61K +710 +27%
DCA
2232
DB&C Advisors
Michigan
$274K +$1.12K +13 +0.4%
FHA
2233
Flagship Harbor Advisors
Massachusetts
$274K -$2.58K -30 -0.9%
EWS
2234
Eagle Wealth Strategies
New Jersey
$273K -$8.16K -95 -3%
API
2235
Asset Planning Inc
California
$273K +$18.3K +213 +7%
RA
2236
Rise Advisors
New York
$273K -$6.79K -79 -2%
SF
2237
Symphony Financial
Texas
$273K -$77.9K -907 -21%
JGIA
2238
Jackson Grant Investment Advisers
Connecticut
$272K +$32.2K +375 +12%
PB
2239
Prosperity Bancshares
Texas
$272K -$70.2K -817 -19%
MWM
2240
MinichMacGregor Wealth Management
New York
$272K -$253K -2,946 -46%
WS
2241
Wilian Securities
Minnesota
$271K -$1.12K -13 -0.4%
ABLA
2242
Alan B. Lancz & Associates
Ohio
$271K -$34.4K -400 -11%
OC
2243
Oakworth Capital
Alabama
$270K +$344 +4 +0.1%
BWS
2244
BCR Wealth Strategies
Alabama
$270K -$32.8K -382 -10%
CWA
2245
Consilio Wealth Advisors
Washington
$270K -$12.5K -145 -4%
LWM
2246
Lionshead Wealth Management
New York
$270K -$7.04K -82 -2%
ACA
2247
Affinity Capital Advisors
California
$269K +$9.96K +116 +4%
SW
2248
Solidarity Wealth
Utah
$269K +$290K +3,376 New
OFW
2249
Omnia Family Wealth
Florida
$268K -$91.9K -1,070 -24%
SCA
2250
Scott Capital Advisors
Oregon
$267K -$1.37K -16 -0.5%

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.