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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
PFM
2401
Patton Fund Management
Texas
$216K +$22.7K +264 +11%
GGS
2402
Galvin Gaustad & Stein
Arizona
$216K -$6.44K -75 -3%
JC
2403
JB Capital
Connecticut
$216K -$3.87K -45 -2%
SGI
2404
Swan Global Investments
Colorado
$216K +$23.3K +271 +11%
RB
2405
Rodgers Brothers
Pennsylvania
$216K +$344 +4 +0.1%
JWM
2406
JPL Wealth Management
Colorado
$216K +$233K +2,708 New
MAA
2407
Mraz Amerine & Associates
California
$215K -$432K -5,035 -65%
IW
2408
Instrumental Wealth
Florida
$215K -$3.09K -36 -1%
JIG
2409
Junk Investment Group
Maryland
$215K +$232K +2,701 New
HIIFS
2410
Harel Insurance Investments & Financial Services
Israel
$215K +$232K +2,700 New
AWM
2411
Aries Wealth Management
Maine
$215K -$11.2K -130 -5%
BIA
2412
Beacon Investment Advisors
Maryland
$215K +$86 +1 +0%
GAM
2413
Grandview Asset Management
Pennsylvania
$214K +$1.12K +13 +0.5%
SF
2414
SWP Financial
California
$214K
OPWM
2415
Oregon Pacific Wealth Management
Oregon
$214K -$76.7K -893 -25%
ACC
2416
Acorn Creek Capital
Colorado
$213K -$6.53K -76 -3%
CWM
2417
Cherrydale Wealth Management
New Jersey
$213K -$7.9K -92 -3%
WFPG
2418
Waller Financial Planning Group
Ohio
$213K
NCM
2419
NCM Capital Management
New Jersey
$212K +$86 +1 +0%
MHWM
2420
Montz Harcus Wealth Management
Louisiana
$212K -$15.4K -179 -6%
CCP
2421
Clarkston Capital Partners
Michigan
$211K
KFS
2422
Kurt F. Somerville
$211K
IA
2423
IFC Advisors
California
$211K -$78K -908 -26%
WCM
2424
Washington Capital Management
Washington
$210K -$56.7K -660 -20%
FWP
2425
Firethorn Wealth Partners
Georgia
$210K -$5.41K -63 -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.