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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
FWM
2301
Forza Wealth Management
Florida
$252K
AWM
2302
Ariadne Wealth Management
California
$252K -$75.9K -884 -22%
JWS
2303
Juncture Wealth Strategies
Arizona
$251K -$172 -2 -0.1%
DFG
2304
Demars Financial Group
Washington
$250K +$10.1K +118 +4%
WPW
2305
Watershed Private Wealth
Illinois
$249K -$2.15K -25 -0.8%
HFAS
2306
Hummer Financial Advisory Services
Illinois
$249K
HWA
2307
Heartwood Wealth Advisors
Virginia
$248K +$5.24K +61 +2%
SC
2308
Schiavi & Co
Delaware
$248K +$268K +3,116 New
AGC
2309
August Group Capital
$247K -$4.98K -58 -2%
OCWP
2310
Owl Creek Wealth Partners
Colorado
$247K +$267K +3,103 New
ARG
2311
Advisory Resource Group
Oklahoma
$247K +$8.16K +95 +3%
IPWA
2312
International Private Wealth Advisors
California
$247K +$3.09K +36 +1%
EI
2313
Ellevest Inc
New York
$246K
AF
2314
Abound Financial
California
$246K +$244K +2,843 +1,151%
BW
2315
Blalock Williams
Alabama
$246K -$41.9K -488 -14%
AF
2316
Aviso Financial
Ontario, Canada
$246K +$228K +2,657 +615%
NCMW
2317
Northern Capital Management (Washington)
Washington
$246K
RFN
2318
RDA Financial Network
Iowa
$244K -$35.5K -413 -12%
SFG
2319
Sovereign Financial Group
Connecticut
$243K +$4.9K +57 +2%
BOH
2320
Bank of Hawaii
Hawaii
$242K +$2.23K +26 +0.9%
EBA
2321
Eagle Bay Advisors
New York
$242K +$46.7K +544 +22%
OWM
2322
Omnitrust Wealth Management
Florida
$242K -$6.27K -73 -2%
4A
2323
4Wealth Advisors
Illinois
$241K
PIA
2324
Powell Investment Advisors
Florida
$241K +$18K +209 +7%
CA
2325
Cannon Advisors
North Carolina
$240K +$24.6K +286 +10%

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.