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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
FAL
2376
Focused Alpha LLC
Colorado
$224K -$2.3M -26,783 -90%
WAS
2377
Winch Advisory Services
Wisconsin
$224K +$1.2K +14 +0.5%
AWA
2378
Aletheian Wealth Advisors
Washington
$224K +$241K +2,810 New
FFG
2379
First Financial Group
North Carolina
$224K -$20.9K -243 -8%
HFRG
2380
Houlihan Financial Resource Group
Virginia
$224K
TAP
2381
Tounjian Advisory Partners
Florida
$223K -$29.5K -344 -11%
HPBT
2382
Hickory Point Bank & Trust
Illinois
$223K -$8.59K -100 -3%
WIC
2383
Willis Investment Counsel
Georgia
$223K
CCA
2384
Cooper Capital Advisors
California
$222K -$92.9K -1,082 -28%
LW
2385
Livet Wealth
Utah
$221K +$5.24K +61 +2%
EAP
2386
Elevation Advisory Partners
Florida
$221K +$214K +2,494 New
CFGW
2387
Chancellor Financial Group WB
Pennsylvania
$221K
CWP
2388
Curated Wealth Partners
California
$220K -$272K -3,161 -53%
BFG
2389
Beto Financial Group
Idaho
$220K +$258 +3 +0.1%
BIA
2390
Bell Investment Advisors
California
$220K -$4.81K -56 -2%
SWA
2391
SOA Wealth Advisors
New York
$219K
EFG
2392
Elevated Financial Group
Indiana
$219K -$258K -3,009 -52%
LFWA
2393
LiftPoint Family Wealth Advisors
New Jersey
$219K +$7.13K +83 +3%
WPA
2394
West Paces Advisors
Georgia
$219K +$6.18K +72 +3%
QPW
2395
Quantum Private Wealth
Florida
$219K
EWA
2396
Eagle Wealth Advisors
Connecticut
$218K +$515 +6 +0.2%
SA
2397
Skyline Advisors
Washington
$218K -$2.75K -32 -1%
GWAG
2398
Garrett Wealth Advisory Group
Texas
$218K +$235K +2,740 New
BWP
2399
Balboa Wealth Partners
Arizona
$217K -$7.47K -87 -3%
AAS
2400
Asset Allocation Strategies
Michigan
$217K +$17.4K +202 +8%

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.