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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
ETS
2251
ESL Trust Services
New York
$267K
IFA
2252
Index Fund Advisors
California
$267K -$773 -9 -0.3%
VC
2253
Veery Capital
Delaware
$266K -$4.04K -47 -1%
CPC
2254
Consolidated Planning Corp
Georgia
$266K -$67.5K -786 -19%
FPL
2255
Fortress Private Ledger
North Carolina
$265K -$1.19M -13,908 -81%
BW
2256
BXM Wealth
Colorado
$265K -$19.2K -224 -6%
CWP
2257
Core Wealth Partners
California
$264K -$1.46K -17 -0.5%
QFW
2258
QTR Family Wealth
Florida
$264K +$55.4K +645 +25%
UWPG
2259
Ullmann Wealth Partners Group
Florida
$264K -$79.6K -927 -22%
CIAS
2260
CFS Investment Advisory Services
New Jersey
$263K +$278K +3,236 New
CPCP
2261
Cedar Point Capital Partners
Iowa
$263K
IWP
2262
Invenio Wealth Partners
Florida
$263K +$83.7K +974 +42%
LCA
2263
Legend Capital Advisors
New York
$263K -$10.6K -123 -4%
KCP
2264
Kera Capital Partners
California
$263K +$4.21K +49 +2%
MA
2265
MKT Advisors
California
$262K -$88.9K -1,035 -24%
CAM
2266
Claret Asset Management
Quebec, Canada
$262K +$429 +5 +0.2%
GWM
2267
Greenwich Wealth Management
Connecticut
$261K +$8.25K +96 +3%
HC
2268
Hara Capital
Washington
$261K
OCBCO
2269
Oversea-Chinese Banking Corp (OCBC)
Singapore
$260K +$290K +3,372 New
JWM
2270
Johnson Wealth Management
North Dakota
$260K -$3.26K -38 -1%
GIA
2271
Guyasuta Investment Advisors
Pennsylvania
$260K +$172 +2 +0.1%
PCMC
2272
Paragon Capital Management (Colorado)
Colorado
$259K
BIG
2273
Builder Investment Group
Georgia
$259K
HPM
2274
Hoxton Planning & Management
West Virginia
$259K -$5.15K -60 -2%
TPWA
2275
Twin Peaks Wealth Advisors
California
$259K -$14.5K -169 -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.