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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
ACC
2426
Acorn Creek Capital
Colorado
$213K -$6.53K -76 -3%
CWM
2427
Cherrydale Wealth Management
New Jersey
$213K -$7.9K -92 -3%
WFPG
2428
Waller Financial Planning Group
Ohio
$213K
NCM
2429
NCM Capital Management
New Jersey
$212K +$86 +1 +0%
MHWM
2430
Montz Harcus Wealth Management
Louisiana
$212K -$15.4K -179 -6%
CCP
2431
Clarkston Capital Partners
Michigan
$211K
KFS
2432
Kurt F. Somerville
$211K
IA
2433
IFC Advisors
California
$211K -$78K -908 -26%
WCM
2434
Washington Capital Management
Washington
$210K -$56.7K -660 -20%
FWP
2435
Firethorn Wealth Partners
Georgia
$210K -$5.41K -63 -2%
SCM
2436
Spring Capital Management
Texas
$210K
IWP
2437
Innova Wealth Partners
Pennsylvania
$209K +$687 +8 +0.3%
HFBOT
2438
Home Federal Bank of Tennessee
Tennessee
$209K +$225K +2,625 New
WE
2439
Wealth Effects
Massachusetts
$209K +$225K +2,625 New
BPC
2440
Bearing Point Capital
Minnesota
$209K
EPM
2441
Elm Partners Management
Pennsylvania
$208K +$233K +2,708 New
BST
2442
Bath Savings Trust
Maine
$208K
EP
2443
Essential Planning
New Hampshire
$207K
TYCC
2444
Texas Yale Capital Corp
Florida
$206K
EFL
2445
ERn Financial LLC
Wisconsin
$206K +$222K +2,582 New
AI
2446
AXS Investments
New York
$205K -$12.3K -143 -5%
WWM
2447
WT Wealth Management
Arizona
$205K -$21.5K -250 -9%
FWA
2448
Flagship Wealth Advisors
Massachusetts
$205K
BIM
2449
Baldwin Investment Management
Pennsylvania
$205K +$17.2K +200 +8%
BWM
2450
BCS Wealth Management
Tennessee
$205K -$284K -3,309 -56%

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.