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Wells Fargo

2,814 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,050 increasing their positions, 1,181 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% less ownership

Funds ownership: 76.63%75.03% (-1.6%)

3% less funds holding

Funds holding: 2,9032,814 (-89)

11% less repeat investments, than reductions

Existing positions increased: 1,050 | Existing positions reduced: 1,181

18% less capital invested

Capital invested by funds: $224B → $184B (-$40.1B)

18% less first-time investments, than exits

New positions opened: 182 | Existing positions closed: 223

21% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.88B

35% less funds holding in top 10

Funds holding in top 10: 9260 (-32)

Holders
2,814
Holders Change
-89
Holders Change %
-3.07%
% of All Funds
34.43%
Holding in Top 10
60
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-34.78%
% of All Funds
0.73%
New
182
Increased
1,050
Reduced
1,181
Closed
223
Calls
$3.07B
Puts
$3.88B
Net Calls
-$812M
Net Calls Change
+$772M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2401
SOA Wealth Advisors
New York
$219K
EFG
2402
Elevated Financial Group
Indiana
$219K -$258K -3,009 -52%
LFWA
2403
LiftPoint Family Wealth Advisors
New Jersey
$219K +$7.13K +83 +3%
WPA
2404
West Paces Advisors
Georgia
$219K +$6.18K +72 +3%
QPW
2405
Quantum Private Wealth
Florida
$219K
EWA
2406
Eagle Wealth Advisors
Connecticut
$218K +$515 +6 +0.2%
SA
2407
Skyline Advisors
Washington
$218K -$2.75K -32 -1%
GWAG
2408
Garrett Wealth Advisory Group
Texas
$218K +$235K +2,740 New
BWP
2409
Balboa Wealth Partners
Arizona
$217K -$7.47K -87 -3%
AAS
2410
Asset Allocation Strategies
Michigan
$217K +$17.4K +202 +8%
PFM
2411
Patton Fund Management
Texas
$216K +$22.7K +264 +11%
GGS
2412
Galvin Gaustad & Stein
Arizona
$216K -$6.44K -75 -3%
JC
2413
JB Capital
Connecticut
$216K -$3.87K -45 -2%
SGI
2414
Swan Global Investments
Colorado
$216K +$23.3K +271 +11%
RB
2415
Rodgers Brothers
Pennsylvania
$216K +$344 +4 +0.1%
JWM
2416
JPL Wealth Management
Colorado
$216K +$233K +2,708 New
MAA
2417
Mraz Amerine & Associates
California
$215K -$432K -5,035 -65%
IW
2418
Instrumental Wealth
Florida
$215K -$3.09K -36 -1%
JIG
2419
Junk Investment Group
Maryland
$215K +$232K +2,701 New
HIIFS
2420
Harel Insurance Investments & Financial Services
Israel
$215K +$232K +2,700 New
AWM
2421
Aries Wealth Management
Maine
$215K -$11.2K -130 -5%
BIA
2422
Beacon Investment Advisors
Maryland
$215K +$86 +1 +0%
GAM
2423
Grandview Asset Management
Pennsylvania
$214K +$1.12K +13 +0.5%
SF
2424
SWP Financial
California
$214K
OPWM
2425
Oregon Pacific Wealth Management
Oregon
$214K -$76.7K -893 -25%

WFC Hedge Fund Activity: Q1 2026 in Review

2,814 of the 8,172 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: 223 funds closed out of WFC and 182 opened new positions — a net loss of 41 holders — while 1,181 trimmed existing stakes and 1,050 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.

  • 2,814 institutional investors held Wells Fargo (WFC) as of Q1 2026, down from 2,903 in Q4 2025.
  • Funds reported $184B of Wells Fargo stock for Q1 2026, down 18% quarter-over-quarter.
  • 182 funds opened new Wells Fargo positions in Q1 2026 and 223 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.