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Wells Fargo

2,789 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
2,789
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
MSWM
2551
Mowery & Schoenfeld Wealth Management
Illinois
$96.2K
AWM
2552
Activest Wealth Management
Florida
$96.2K
RG
2553
RHL Group
Michigan
$96.1K
FMTCOCP
2554
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$96K
WG
2555
Wellington Group
Indiana
$95K
FC
2556
Financial Consulate
Maryland
$94.5K
OPTFSNA
2557
Old Point Trust & Financial Services N A
Virginia
$94.2K
RWM
2558
RMG Wealth Management
Wisconsin
$93.5K
1IA
2559
1620 Investment Advisors
Massachusetts
$93.1K
NFSG
2560
Newbridge Financial Services Group
Florida
$93.1K
ISWM
2561
Intesa Sanpaolo Wealth Management
$92.7K
TWD
2562
True Wealth Design
Ohio
$90.2K
RJA
2563
Ross\Johnson & Associates
Minnesota
$87.7K
SRCM
2564
Signature Resources Capital Management
California
$87.2K
FP
2565
Financial Perspectives
Minnesota
$86.1K
SNB
2566
Security National Bank
Nebraska
$83K
AIM
2567
Arcadia Investment Management
Michigan
$81.5K
BGA
2568
Battery Global Advisors
Massachusetts
$79.6K
RAM
2569
Ramirez Asset Management
New York
$79.6K
BWM
2570
Bernard Wealth Management
Michigan
$79.3K
KAS
2571
Kemnay Advisory Services
New York
$79.2K
HFS
2572
Horizon Financial Services
North Carolina
$78.7K
OAJ
2573
Ogorek Anthony Joseph
New York
$78K
KFG
2574
Kingdom Financial Group
Arizona
$77.9K
LAS
2575
Lloyd Advisory Services
Georgia
$77.9K