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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
GCM
2651
Graham Capital Management
Connecticut
$42.9K
MSWA
2652
Marshall & Sterling Wealth Advisors
New York
$42.6K
HFS
2653
Hughes Financial Services
Virginia
$42.6K
QWM
2654
Quaker Wealth Management
New Jersey
$42.5K
BCPWM
2655
Bradley & Co Private Wealth Management
Florida
$41.5K
MCA
2656
McGuire Capital Advisors
Oklahoma
$41K
VR
2657
Vision Retirement
New Jersey
$40.8K
GA
2658
GoalVest Advisory
New York
$40.4K
KFA
2659
Kelleher Financial Advisors
New York
$40.1K
VERPA
2660
Virginia Estate & Retirement Planning Advisors
Virginia
$39.6K
MAM
2661
Meeder Asset Management
Ohio
$39.3K
WA
2662
Whipplewood Advisors
Colorado
$39.3K
SHIM
2663
Stone House Investment Management
Pennsylvania
$39.3K
MDA
2664
Minot DeBlois Advisors
Massachusetts
$38.9K
AW
2665
Ankerstar Wealth
Texas
$38.8K
PP
2666
PFS Partners
New Jersey
$38.6K
JFG
2667
JDM Financial Group
Texas
$37K
SA
2668
Scarborough Advisors
Maryland
$36.4K
PAM
2669
Parvin Asset Management
South Dakota
$35.8K
Loomis, Sayles & Company
2670
Loomis, Sayles & Company
Massachusetts
$35.2K
AF
2671
Align Financial
Minnesota
$35K
AIA
2672
Aventus Investment Advisors
Florida
$35K
BAM
2673
Bellevue Asset Management
Washington
$35K
1M
2674
1248 Management
Missouri
$34.7K
DF
2675
Dunhill Financial
United Kingdom
$34.2K