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Wells Fargo

2,793 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, 1,045 increasing their positions, 1,174 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
2,793
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
CIR
2501
Clear Investment Research
Georgia
$139K
SAM
2502
Sherman Asset Management
California
$138K
EPIME
2503
Evelyn Partners Investment Management (Europe)
$135K
PWM
2504
Proathlete Wealth Management
Florida
$134K
II
2505
Inspire Investing
Idaho
$133K
BHWM
2506
Bay Harbor Wealth Management
Maryland
$132K
CA
2507
Centerpoint Advisors
Massachusetts
$132K
FUBT
2508
First United Bank & Trust
Maryland
$132K
LAMC
2509
Longview Asset Management (California)
California
$132K
M
2510
MOTCO
Texas
$131K
CFD
2511
Creative Financial Designs
Indiana
$131K
FFO
2512
Fortitude Family Office
Arizona
$130K
KFAS
2513
Keating Financial Advisory Services
Kansas
$130K
CT
2514
Clearstead Trust
Maine
$128K
CYG
2515
Clean Yield Group
Vermont
$127K
LWM
2516
Lodestone Wealth Management
Washington
$127K
MMCM
2517
Murphy & Mullick Capital Management
New York
$126K
SWM
2518
SHP Wealth Management
Massachusetts
$125K
HCM
2519
Hollencrest Capital Management
California
$124K
GCP
2520
Gill Capital Partners
Colorado
$123K
PP
2521
Paladin Partners
Wisconsin
$123K
FMP
2522
Financial Management Professionals
Texas
$122K
FFL
2523
Financial Freedom LLC
Ohio
$121K
ATC
2524
Adirondack Trust Company
New York
$120K
SWIM
2525
Smallwood Wealth Investment Management
New Jersey
$116K