Which funds own WFC
Wells Fargo & Co in the Q2 2026 filings. 35 of the 94 managers on file reported a position, worth $37.5bn between them. A fifth of the managers on file hold it, which is a crowd without being the whole market. The quarter went one way: 25 managers opened or added against 9 cutting.
- Managers holding
- 35
- of 94 on file
- Combined value
- $37.5bn
- as reported
- Opened
- 4
- new this quarter
- Added to
- 21
- already held
- Trimmed or sold out
- 9
- 0 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Fidelity (FMR LLC) Long-only · $2304bn book | $12.6bn | 0.5% | 152,555,290 | -$265m-9,138,638 | Trimmed |
| Capital Research Global Investors Long-only · $717bn book | $6.3bn | 0.9% | 76,395,745 | +$510m+3,502,163 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $3.3bn | 0.6% | 39,422,141 | -$2.0bn-26,423,932 | Trimmed |
| Invesco Ltd Long-only · $1264bn book | $2.8bn | 0.2% | 34,318,308 | +$266m+2,033,941 | Added |
| Dodge & Cox Activist · $191bn book | $2.6bn | 1.4% | 31,328,076 | +$108m+159,745 | Added |
| T. Rowe Price Associates Inc Long-only · $999bn book | $1.3bn | 0.1% | 15,337,978 | +$110m+801,659 | Added |
| MFS Investment Management Long-only · $315bn book | $1.1bn | 0.3% | 13,262,862 | -$110m-1,842,320 | Trimmed |
| AllianceBernstein LP Long-only · $302bn book | $1.0bn | 0.3% | 12,949,781 | -$137m+417,097 | Added |
| Harris Associates LP Activist · $75.4bn book | $900m | 1.2% | 10,892,476 | +$26m-90,745 | Trimmed |
| AQR Capital Management LLC Quantitative · $287bn book | $888m | 0.3% | 10,749,836 | +$662m+7,875,880 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $856m | 0.4% | 10,359,027 | +$709m+8,506,662 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $709m | 0.3% | 8,575,688 | +$530m+6,332,444 | Added |
| Capital World Investors Long-only · $846bn book | $621m | 0.1% | 7,518,425 | -$563m-7,368,291 | Trimmed |
| Two Sigma Investments LP Quantitative · $138bn book | $601m | 0.4% | 7,266,171 | +$474m+5,682,984 | Added |
| Millennium Management LLC Multi-strategy · $276bn book | $392m | 0.1% | 4,748,679 | +$110m+1,199,860 | Added |
| Neuberger Berman Group LLC Long-only · $150bn book | $266m | 0.2% | 3,214,004 | -$100m-1,377,753 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $220m | 0.5% | 2,663,586 | opened2,663,586 | New |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $158m | 0.2% | 1,915,774 | +$41m+446,651 | Added |
| Tudor Investment Corp Macro · $71.9bn book | $147m | 0.2% | 1,783,035 | +$41m+452,764 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $140m | 0.2% | 1,698,256 | opened1,698,256 | New |
| Marshall Wace LLP Quantitative · $127bn book | $117m | 0.1% | 1,414,022 | +$113m+1,365,922 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $95m | 0.4% | 1,145,854 | +$20m+203,274 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $70m | 0.3% | 844,911 | -$5.4m-100,456 | Trimmed |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $64m | 0.2% | 777,069 | +$12m+119,879 | Added |
| Woodline Partners LP Long/short equity · $32.4bn book | $55m | 0.2% | 668,160 | +$6.8m+60,600 | Added |
| GAMCO Investors Inc Activist · $11.1bn book | $39m | 0.4% | 473,057 | +$1.0m-5,385 | Trimmed |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $34m | 0.1% | 407,917 | +$1.5m+3,576 | Added |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $32m | 0.2% | 381,304 | +$27m+329,263 | Added |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $30m | 0.1% | 368,069 | +$600k-6,664 | Trimmed |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $23m | 0.2% | 282,264 | +$20m+233,807 | Added |
| Quantbot Technologies LP Quantitative · $2.5bn book | $17m | 0.7% | 210,904 | +$9.9m+116,094 | Added |
| Markel Group Inc Activist · $13.1bn book | $17m | 0.1% | 204,450 | +$600k0 | Held |
| Winton Group Ltd Quantitative · $3.1bn book | $16m | 0.5% | 196,739 | opened196,739 | New |
| Brevan Howard Capital Management LP Macro · $13.5bn book | $13m | 0.1% | 155,867 | +$9.1m+107,422 | Added |
| Moore Capital Management LP Macro · $6.7bn book | $13m | 0.2% | 154,200 | opened154,200 | New |
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Millennium Management LLC · puts$254m notional
- Eisler Capital Management Ltd · puts$68m notional
- Eisler Capital Management Ltd · calls$18m notional
What WFC is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around WFC →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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