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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
ATC
2601
Advantage Trust Company
Kansas
$63.7K
PWMG
2602
Private Wealth Management Group
New Jersey
$63.1K
FC
2603
Fairscale Capital
New Hampshire
$62.1K
BL
2604
BFSG LLC
California
$61.9K
CFM
2605
Cornerstone Financial Management
Massachusetts
$61.5K
RFA
2606
Reyes Financial Architecture
California
$60.7K
SEP
2607
Signature Equity Partners
Ohio
$60.6K
IAAG
2608
Innovative Asset Advisors Group
Connecticut
$60K
MS
2609
Monetary Solutions
Ohio
$58.9K
VWA
2610
Valued Wealth Advisors
Utah
$58.7K
FDCP
2611
Foster Dykema Cabot & Partners
Massachusetts
$57.8K
HC
2612
Hoese & Co
Minnesota
$57.6K
1CP
2613
1015 Capital Partners
Pennsylvania
$57.4K
T
2614
TOBAM
France
$57K
T
2615
Tidemark
California
$57K
3FI
2616
3 Factor Indexing
California
$56.5K
RFS
2617
Richardson Financial Services
Massachusetts
$56.4K
BOJHT
2618
Bank of Jackson Hole Trust
Wyoming
$56.1K
CCMW
2619
Cypress Capital Management (Wyoming)
Wyoming
$55.9K
MAM
2620
Morse Asset Management
Connecticut
$55K
HA
2621
Hyposwiss Advisors
$53K
BFS
2622
Beacon Financial Strategies
North Carolina
$52.6K
OWA
2623
Opal Wealth Advisors
New York
$52.4K
EF
2624
Entrust Financial
Pennsylvania
$52.2K
KG
2625
Kilter Group
New York
$52.2K