We are live on ! Find out more
WFC icon

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
SCM
2426
Spring Capital Management
Texas
$210K
IWP
2427
Innova Wealth Partners
Pennsylvania
$209K +$687 +8 +0.3%
HFBOT
2428
Home Federal Bank of Tennessee
Tennessee
$209K +$225K +2,625 New
WE
2429
Wealth Effects
Massachusetts
$209K +$225K +2,625 New
BPC
2430
Bearing Point Capital
Minnesota
$209K
EPM
2431
Elm Partners Management
Pennsylvania
$208K +$233K +2,708 New
BST
2432
Bath Savings Trust
Maine
$208K
EP
2433
Essential Planning
New Hampshire
$207K
TYCC
2434
Texas Yale Capital Corp
Florida
$206K
EFL
2435
ERn Financial LLC
Wisconsin
$206K +$222K +2,582 New
AI
2436
AXS Investments
New York
$205K -$12.3K -143 -5%
WWM
2437
WT Wealth Management
Arizona
$205K -$21.5K -250 -9%
FWA
2438
Flagship Wealth Advisors
Massachusetts
$205K
BIM
2439
Baldwin Investment Management
Pennsylvania
$205K +$17.2K +200 +8%
BWM
2440
BCS Wealth Management
Tennessee
$205K -$284K -3,309 -56%
CFFP
2441
Center for Financial Planning
Michigan
$204K
PIP
2442
Peachtree Investment Partners
Florida
$204K
PCH
2443
PGIM Custom Harvest
New Jersey
$204K -$66.7K -777 -23%
MAG
2444
Meadowbrook Advisors Group
New Jersey
$204K +$220K +2,559 New
SC
2445
Saturna Capital
Washington
$204K
KFA
2446
Kapstone Financial Advisors
Ohio
$204K
IIA
2447
IPG Investment Advisors
California
$203K -$1.5M -17,479 -87%
AF
2448
Affiance Financial
Minnesota
$203K
CS
2449
Capital Square
Tennessee
$203K +$3.18K +37 +1%
WAOI
2450
Wealth Advisors of Iowa
Iowa
$203K +$219K +2,549 New

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.