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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
QWM
2651
Quaker Wealth Management
New Jersey
$42.5K
BCPWM
2652
Bradley & Co Private Wealth Management
Florida
$41.5K
MCA
2653
McGuire Capital Advisors
Oklahoma
$41K
VR
2654
Vision Retirement
New Jersey
$40.8K
GA
2655
GoalVest Advisory
New York
$40.4K
KFA
2656
Kelleher Financial Advisors
New York
$40.1K
VERPA
2657
Virginia Estate & Retirement Planning Advisors
Virginia
$39.6K
MAM
2658
Meeder Asset Management
Ohio
$39.3K
WA
2659
Whipplewood Advisors
Colorado
$39.3K
SHIM
2660
Stone House Investment Management
Pennsylvania
$39.3K
MDA
2661
Minot DeBlois Advisors
Massachusetts
$38.9K
AW
2662
Ankerstar Wealth
Texas
$38.8K
PP
2663
PFS Partners
New Jersey
$38.6K
JFG
2664
JDM Financial Group
Texas
$37K
SA
2665
Scarborough Advisors
Maryland
$36.4K
PAM
2666
Parvin Asset Management
South Dakota
$35.8K
Loomis, Sayles & Company
2667
Loomis, Sayles & Company
Massachusetts
$35.2K
AF
2668
Align Financial
Minnesota
$35K
AIA
2669
Aventus Investment Advisors
Florida
$35K
BAM
2670
Bellevue Asset Management
Washington
$35K
1M
2671
1248 Management
Missouri
$34.7K
DF
2672
Dunhill Financial
United Kingdom
$34.2K
VWM
2673
Valley Wealth Managers
New Jersey
$33.9K
MLA
2674
MB, Levis & Associates
Pennsylvania
$33.3K
PWA
2675
Portus Wealth Advisors
North Carolina
$33.1K