We are live on ! Find out more
WFC icon

Wells Fargo

2,857 hedge funds and large institutions have $193B invested in Wells Fargo in 2026 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 1,079 increasing their positions, 1,132 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 113

2% more funds holding

Funds holding: 2,8142,857 (+43)

1.23% more ownership

Funds ownership: 75.03%76.25% (+1.2%)

5% more capital invested

Capital invested by funds: $184B → $193B (+$8.83B)

5% less repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 1,132

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

30% less call options, than puts

Call options by funds: $2.75B | Put options by funds: $3.91B

Holders
2,857
Holders Change
+43
Holders Change %
+1.53%
% of All Funds
34.51%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.62%
New
206
Increased
1,079
Reduced
1,132
Closed
113
Calls
$2.75B
Puts
$3.91B
Net Calls
-$1.16B
Net Calls Change
-$352M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2226
McMill Wealth Management
Nebraska
$288K
CWA
2227
Centennial Wealth Advisory
Michigan
$288K +$482 +6 +0.2%
NG
2228
Northstar Group
New York
$288K
THL
2229
Tillman Hartley LLC
Colorado
$288K -$62.9K -783 -18%
SFC
2230
Sprinkle Financial Consultants
Colorado
$287K
IFA
2231
Index Fund Advisors
California
$287K +$9.32K +116 +3%
EFG
2232
Elevated Financial Group
Indiana
$286K +$56.3K +701 +25%
DCA
2233
DB&C Advisors
Michigan
$285K +$1.13K +14 +0.4%
PAG
2234
Private Advisory Group
Washington
$285K -$43.2K -537 -13%
CWA
2235
Consilio Wealth Advisors
Washington
$285K +$4.58K +57 +2%
EBA
2236
Eagle Bay Advisors
New York
$285K +$33.1K +412 +14%
API
2237
Asset Planning Inc
California
$285K +$1.37K +17 +0.5%
CFS
2238
Compass Financial Services
Iowa
$284K -$66.1K -823 -19%
BWP
2239
BSW Wealth Partners
Colorado
$284K -$6.83K -85 -2%
VWA
2240
Vistica Wealth Advisors
California
$284K -$1.37K -17 -0.5%
LWM
2241
Lionshead Wealth Management
New York
$284K +$3.62K +45 +1%
MWA
2242
Motive Wealth Advisors
Michigan
$284K -$15.7K -195 -5%
LWCFA
2243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K -$48.6K -605 -15%
UWPG
2244
Ullmann Wealth Partners Group
Florida
$284K +$9.64K +120 +4%
CCAM
2245
Cascades Capital Asset Management
North Carolina
$283K -$16.2K -202 -6%
JGIA
2246
Jackson Grant Investment Advisers
Connecticut
$283K
SCG
2247
Sonata Capital Group
Washington
$282K -$80.4K -1,000 -23%
VAM
2248
Verity Asset Management
North Carolina
$282K +$274K +3,407 New
BWS
2249
BCR Wealth Strategies
Alabama
$281K
ABLA
2250
Alan B. Lancz & Associates
Ohio
$281K

WFC Hedge Fund Activity: Q2 2026 in Review

2,857 of the 8,278 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2026, worth a combined $193B — up 4.8% from $184B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new WFC positions and 113 closed out — a net gain of 93 holders — while 1,079 added to existing stakes and 1,132 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $684M. The largest seller was Wellington Management Group, cutting an estimated $2.12B.

  • 2,857 institutional investors held Wells Fargo (WFC) as of Q2 2026, up from 2,814 in Q1 2026.
  • Funds reported $193B of Wells Fargo stock for Q2 2026, up 4.8% quarter-over-quarter.
  • 206 funds opened new Wells Fargo positions in Q2 2026 and 113 closed out, a net change of +93 holders.
  • The largest Wells Fargo buyer in Q2 2026 was Arrowstreet Capital, an estimated $684M added.
  • The largest Wells Fargo seller in Q2 2026 was Wellington Management Group, an estimated $2.12B sold.

Based on aggregated 13F filings for Q2 2026.