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Wells Fargo

2,790 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,044 increasing their positions, 1,172 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

19% less first-time investments, than exits

New positions opened: 178 | 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
2,790
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.07B
Puts
$3.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
2476
REAP Financial Group
Texas
$160K
HA
2477
Heartland Advisors
Wisconsin
$159K
RF
2478
Rossby Financial
Florida
$158K
AA
2479
Addison Advisors
Vermont
$157K
YDMI
2480
Y.D. More Investments
Israel
$157K
TLFA
2481
True Link Financial Advisors
California
$157K
HPIA
2482
Hamilton Point Investment Advisors
North Carolina
$157K
CFSG
2483
Community Financial Services Group
Vermont
$155K
GEA
2484
Glen Eagle Advisors
New Jersey
$154K
HWA
2485
Heritage Wealth Advisors
Virginia
$153K
ME
2486
McIlrath & Eck
Washington
$153K
SWP
2487
Strategic Wealth Partners
Ohio
$152K
KFI
2488
Key Financial Inc
Pennsylvania
$152K
JEST
2489
JTC Employer Solutions Trustee
Jersey
$152K
TF
2490
Tompkins Financial
New York
$150K
PWMG
2491
Prestige Wealth Management Group
New Jersey
$147K
BWL
2492
Bogart Wealth LLC
Virginia
$145K
FFA
2493
Frazier Financial Advisors
Ohio
$144K
FCMT
2494
Founders Capital Management (Texas)
Texas
$144K
WIM
2495
Westside Investment Management
California
$144K
CHC
2496
City Holding Co
West Virginia
$143K
UCB
2497
United Community Bank
South Carolina
$142K
CPG
2498
Cornerstone Planning Group
New Jersey
$142K
CIR
2499
Clear Investment Research
Georgia
$139K
SAM
2500
Sherman Asset Management
California
$138K