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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
WFA
2576
West Financial Advisors
Iowa
$77.4K
OWP
2577
ORG Wealth Partners
Texas
$76.9K
IRC
2578
Investors Research Corp
Georgia
$76.7K
HWP
2579
Highline Wealth Partners
California
$74.9K
ACA
2580
Atlas Capital Advisors
Wyoming
$74.7K
PMIM
2581
Prudent Man Investment Management
Colorado
$74.6K
FGAM
2582
Financial Gravity Asset Management
Texas
$73.9K
HNW
2583
High Note Wealth
Minnesota
$73.5K
LHEI
2584
Leo H. Evart Inc
California
$73.3K
RBC
2585
Roble Belko & Company
Pennsylvania
$72K
LG
2586
LAM Group
Oregon
$71.6K
VFM
2587
Vision Financial Markets
Connecticut
$70.8K
WA
2588
WPG Advisers
Maryland
$70.5K
TSMHT
2589
Thurston Springer Miller Herd & Titak
Indiana
$68.4K
NECFA
2590
New England Capital Financial Advisors
Connecticut
$66.8K
BIAS
2591
Beacon Investment Advisory Services
New Jersey
$65.9K
Q1WB
2592
Quest 10 Wealth Builders
Virginia
$65.7K
IBOK
2593
Independence Bank of Kentucky
Kentucky
$65.6K
FCT
2594
First Community Trust
Iowa
$64.8K
MFT
2595
Moisand Fitzgerald Tamayo
Florida
$64K
C
2596
Covestor
United Kingdom
$64K
CH
2597
CDKV Holdings
Colorado
$63.8K
ATC
2598
Advantage Trust Company
Kansas
$63.7K
PWMG
2599
Private Wealth Management Group
New Jersey
$63.1K
FC
2600
Fairscale Capital
New Hampshire
$62.1K