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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
CMA
2626
Cedar Mountain Advisors
Oregon
$52.1K
LFASL
2627
Lugano Financial Advisors SA (LFA)
Switzerland
$50.6K
AT
2628
Arlington Trust
Alabama
$50.2K
S
2629
Sachetta
Massachusetts
$49.8K
PPC
2630
Park Place Capital
Alabama
$48.9K
LC
2631
Lavaca Capital
Texas
$48.7K
APW
2632
Atlantic Private Wealth
North Carolina
$48.6K
WA
2633
Westfuller Advisors
New York
$48.2K
NI
2634
NCP Inc
California
$47.9K
WSCM
2635
Wellington Shields Capital Management
New York
$47.8K
MWA
2636
Medallion Wealth Advisors
Connecticut
$47K
WCAMG
2637
Woodard & Company Asset Management Group
North Carolina
$46.8K
HC
2638
Hurley Capital
New York
$46.3K
TCM
2639
TD Capital Management
Tennessee
$46K
BC
2640
Barrett & Company
Rhode Island
$45.9K
NWM
2641
Nova Wealth Management
Florida
$45.4K
RWM
2642
Rialto Wealth Management
New York
$45.1K
LWMI
2643
Legacy Wealth Management (Idaho)
Idaho
$45K
DWM
2644
Dogwood Wealth Management
Kansas
$44.7K
SFS
2645
Sunrise Financial Services
Washington
$44.5K
CFG
2646
Clayton Financial Group
Missouri
$44K
SJIM
2647
St. Johns Investment Management
Florida
$44K
YAL
2648
Your Advocates Ltd
Texas
$43.8K
BTD
2649
BankPlus Trust Department
Mississippi
$43.7K
EP
2650
Essential Partners
California
$42.9K