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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
MAM
2751
Marquette Asset Management
Minnesota
$8.12K
EAM
2752
Eukles Asset Management
Ohio
$8.04K
MBFW
2753
Morton Brown Family Wealth
Pennsylvania
$7.96K
TLA
2754
Tanglewood Legacy Advisors
Texas
$7.96K
NA
2755
Networth Advisors
Pennsylvania
$7.96K
BWM
2756
Benson Wealth Management
Tennessee
$7.88K
TFM
2757
TFC Financial Management
Massachusetts
$7.4K
PWA
2758
Provenance Wealth Advisors
Florida
$7.08K
PSFG
2759
Park Square Financial Group
Georgia
$7.01K
PS
2760
Pinney & Scofield
Massachusetts
$6.53K
IW
2761
Imprint Wealth
South Carolina
$6.37K
KCM
2762
Key Capital Management
Tennessee
$6.21K
SFAM
2763
Sawyer Falduto Asset Management
Illinois
$6.04K
GJIA
2764
Glass Jacobson Investment Advisors
Maryland
$6.02K
TM
2765
Torren Management
California
$5.28K
CW
2766
Curio Wealth
Maryland
$5.17K
OCM
2767
Osbon Capital Management
Massachusetts
$5.02K
CF
2768
Conquis Financial
California
$4.99K
OW
2769
Olistico Wealth
Oklahoma
$4.38K
DI
2770
DAGCO Inc
Ohio
$3.98K
MTIM
2771
Marathon Trading Investment Management
Pennsylvania
$3.98K
BT
2772
Banque Transatlantique
France
$3.5K
IPS
2773
Investors Portfolio Services
Washington
$3.4K
HIA
2774
HFM Investment Advisors
New Jersey
$3.26K
CIAS
2775
CBIZ Investment Advisory Services
Ohio
$2.87K