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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
VWM
2676
Valley Wealth Managers
New Jersey
$33.9K
MLA
2677
MB, Levis & Associates
Pennsylvania
$33.3K
PWA
2678
Portus Wealth Advisors
North Carolina
$33.1K
BW
2679
Bravera Wealth
North Dakota
$33K
EFMH
2680
E Fund Management (HK)
Hong Kong
$32.7K
JGCM
2681
Joseph Group Capital Management
Ohio
$32.6K
ACM
2682
Accent Capital Management
Ohio
$32.2K
CAM
2683
Costello Asset Management
Pennsylvania
$31.7K
CFS
2684
CGC Financial Services
Oregon
$31.5K
MWM
2685
Mascoma Wealth Management
New Hampshire
$30.2K
MSG
2686
Main Street Group
Virginia
$29.5K
EWP
2687
Elevation Wealth Partners
California
$29.4K
BCM
2688
Boreal Capital Management
Florida
$29K
HB
2689
Horizon Bancorp
Indiana
$28K
PJC
2690
Phillip James Consulting
Minnesota
$28K
SIS
2691
Strategic Investment Solutions
Illinois
$27.9K
MIM
2692
Meridiem Investment Management
United Kingdom
$27.9K
RPA
2693
Redwood Park Advisors
California
$27.6K
EPIM
2694
Evelyn Partners Investment Management
$27.1K
RTL
2695
Red Tortoise LLC
Georgia
$26.7K
BFPW
2696
BOK Financial Private Wealth
Colorado
$26.1K
SR
2697
Swiss Re
Switzerland
$25.4K
NRG
2698
Nemes Rush Group
Michigan
$25.2K
AIM
2699
Access Investment Management
Georgia
$25.2K
SFG
2700
Strive Financial Group
Indiana
$25K