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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
S
2626
Sachetta
Massachusetts
$49.8K
PPC
2627
Park Place Capital
Alabama
$48.9K
LC
2628
Lavaca Capital
Texas
$48.7K
APW
2629
Atlantic Private Wealth
North Carolina
$48.6K
WA
2630
Westfuller Advisors
New York
$48.2K
NI
2631
NCP Inc
California
$47.9K
WSCM
2632
Wellington Shields Capital Management
New York
$47.8K
MWA
2633
Medallion Wealth Advisors
Connecticut
$47K
WCAMG
2634
Woodard & Company Asset Management Group
North Carolina
$46.8K
HC
2635
Hurley Capital
New York
$46.3K
TCM
2636
TD Capital Management
Tennessee
$46K
BC
2637
Barrett & Company
Rhode Island
$45.9K
NWM
2638
Nova Wealth Management
Florida
$45.4K
RWM
2639
Rialto Wealth Management
New York
$45.1K
LWMI
2640
Legacy Wealth Management (Idaho)
Idaho
$45K
DWM
2641
Dogwood Wealth Management
Kansas
$44.7K
SFS
2642
Sunrise Financial Services
Washington
$44.5K
CFG
2643
Clayton Financial Group
Missouri
$44K
SJIM
2644
St. Johns Investment Management
Florida
$44K
YAL
2645
Your Advocates Ltd
Texas
$43.8K
BTD
2646
BankPlus Trust Department
Mississippi
$43.7K
EP
2647
Essential Partners
California
$42.9K
GCM
2648
Graham Capital Management
Connecticut
$42.9K
MSWA
2649
Marshall & Sterling Wealth Advisors
New York
$42.6K
HFS
2650
Hughes Financial Services
Virginia
$42.6K