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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
BL
2601
BFSG LLC
California
$61.9K
CFM
2602
Cornerstone Financial Management
Massachusetts
$61.5K
RFA
2603
Reyes Financial Architecture
California
$60.7K
SEP
2604
Signature Equity Partners
Ohio
$60.6K
IAAG
2605
Innovative Asset Advisors Group
Connecticut
$60K
MS
2606
Monetary Solutions
Ohio
$58.9K
VWA
2607
Valued Wealth Advisors
Utah
$58.7K
FDCP
2608
Foster Dykema Cabot & Partners
Massachusetts
$57.8K
HC
2609
Hoese & Co
Minnesota
$57.6K
1CP
2610
1015 Capital Partners
Pennsylvania
$57.4K
T
2611
TOBAM
France
$57K
T
2612
Tidemark
California
$57K
3FI
2613
3 Factor Indexing
California
$56.5K
RFS
2614
Richardson Financial Services
Massachusetts
$56.4K
BOJHT
2615
Bank of Jackson Hole Trust
Wyoming
$56.1K
CCMW
2616
Cypress Capital Management (Wyoming)
Wyoming
$55.9K
MAM
2617
Morse Asset Management
Connecticut
$55K
HA
2618
Hyposwiss Advisors
$53K
BFS
2619
Beacon Financial Strategies
North Carolina
$52.6K
OWA
2620
Opal Wealth Advisors
New York
$52.4K
EF
2621
Entrust Financial
Pennsylvania
$52.2K
KG
2622
Kilter Group
New York
$52.2K
CMA
2623
Cedar Mountain Advisors
Oregon
$52.1K
LFASL
2624
Lugano Financial Advisors SA (LFA)
Switzerland
$50.6K
AT
2625
Arlington Trust
Alabama
$50.2K