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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
EPIME
2501
Evelyn Partners Investment Management (Europe)
$135K
PWM
2502
Proathlete Wealth Management
Florida
$134K
II
2503
Inspire Investing
Idaho
$133K
BHWM
2504
Bay Harbor Wealth Management
Maryland
$132K
CA
2505
Centerpoint Advisors
Massachusetts
$132K
FUBT
2506
First United Bank & Trust
Maryland
$132K
LAMC
2507
Longview Asset Management (California)
California
$132K
M
2508
MOTCO
Texas
$131K
CFD
2509
Creative Financial Designs
Indiana
$131K
FFO
2510
Fortitude Family Office
Arizona
$130K
KFAS
2511
Keating Financial Advisory Services
Kansas
$130K
CT
2512
Clearstead Trust
Maine
$128K
CYG
2513
Clean Yield Group
Vermont
$127K
LWM
2514
Lodestone Wealth Management
Washington
$127K
MMCM
2515
Murphy & Mullick Capital Management
New York
$126K
SWM
2516
SHP Wealth Management
Massachusetts
$125K
HCM
2517
Hollencrest Capital Management
California
$124K
GCP
2518
Gill Capital Partners
Colorado
$123K
FMP
2519
Financial Management Professionals
Texas
$122K
FFL
2520
Financial Freedom LLC
Ohio
$121K
ATC
2521
Adirondack Trust Company
New York
$120K
SWIM
2522
Smallwood Wealth Investment Management
New Jersey
$116K
HHCP
2523
Hilton Head Capital Partners
South Carolina
$116K
FA
2524
Fountainhead AM
New Jersey
$113K
SA
2525
SRH Advisors
Kansas
$111K