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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
FMN
2276
Financial Management Network
California
$259K -$21K -245 -8%
WA
2277
WBH Advisory
Maryland
$258K +$18.3K +213 +7%
CFA
2278
Capstone Financial Advisors
Illinois
$258K -$2.06K -24 -0.7%
FCM
2279
Fortis Capital Management
Washington
$258K -$9.79K -114 -3%
WMP
2280
Wealth Management Partners
Arizona
$258K +$91K +1,059 +49%
SPI
2281
Sutton Place Investors
New York
$258K +$1.8K +21 +0.7%
SRM
2282
Shelter Rock Management
New York
$257K +$1.46K +17 +0.5%
PCM
2283
Penserra Capital Management
California
$257K +$4.55K +53 +2%
OIS
2284
Okabena Investment Services
Minnesota
$257K
CVA
2285
Central Valley Advisors
California
$257K +$277K +3,224 New
AFS
2286
Axiom Financial Strategies
Indiana
$256K +$37K +431 +15%
BWM
2287
BNC Wealth Management
Oregon
$256K
ITFISA
2288
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$256K +$38.8K +452 +16%
MTIC
2289
Missouri Trust & Investment Company
Missouri
$255K
JTWM
2290
Jackson Thornton Wealth Management
Alabama
$255K +$14.9K +173 +6%
CIA
2291
Caledonia Investments (Australia)
Australia
$255K
CSB
2292
City State Bank
Iowa
$254K -$2.15K -25 -0.8%
BAM
2293
Brave Asset Management
New Jersey
$254K
FWM
2294
Finer Wealth Management
Massachusetts
$254K -$3.69K -43 -1%
WSFG
2295
Wall Street Financial Group
Illinois
$253K +$4.21K +49 +2%
BFC
2296
Blue Fin Capital
Rhode Island
$253K -$86 -1 -0%
WA
2297
Walsh & Associates
Florida
$253K +$515 +6 +0.2%
VCM
2298
Vivaldi Capital Management
Illinois
$253K +$1.2K +14 +0.4%
IAS
2299
Investment Advisory Services
Texas
$252K -$859 -10 -0.3%
GWM
2300
GDS Wealth Management
Texas
$252K -$6.36K -74 -2%

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.