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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
CAS
2826
Coppell Advisory Solutions
Texas
BWM
2827
Bluebird Wealth Management
Massachusetts
CTC (Chicago Trading Company)
2828
CTC (Chicago Trading Company)
Illinois
SMA
2829
Sage Mountain Advisors
Georgia
SP
2830
Sherman Porfolios
Idaho
AC
2831
Annandale Capital
Texas
SIM
2832
Sterling Investment Management
Arizona
I
2833
INVST
Indiana
Q
2834
QVR
California
IFU
2835
iSAM Funds (UK)
United Kingdom
DFCM
2836
Dark Forest Capital Management
Puerto Rico
BIP
2837
Blueprint Investment Partners
North Carolina
VIP
2838
Vista Investment Partners
Oklahoma
MCC
2839
Money Concepts Capital
Florida
SIM
2840
Sentry Investment Management
Wisconsin
SFWC
2841
Strategic Family Wealth Counselors
New Jersey
BIG
2842
Brookwood Investment Group
Arizona
SPWM
2843
Spartan Planning & Wealth Management
North Carolina
SC
2844
Schulhoff & Co
Ohio
GCA
2845
Gallagher Capital Advisors
Texas
TPA
2846
Trivium Point Advisory
Connecticut
CGPCS
2847
Capital Group Private Client Services
California
GWM
2848
GK Wealth Management
Nevada
OC
2849
Opal Capital
Florida
MFS
2850
Mirabella Financial Services
United Kingdom