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Wells Fargo

2,770 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,040 increasing their positions, 1,161 reducing their positions, and 220 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: $ → $

20% less first-time investments, than exits

New positions opened: 176 | Existing positions closed: 220

21% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.88B

37% less funds holding in top 10

Funds holding in top 10: 9258 (-34)

Holders
2,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
SC
2826
Schulhoff & Co
Ohio
GCA
2827
Gallagher Capital Advisors
Texas
TPA
2828
Trivium Point Advisory
Connecticut
CGPCS
2829
Capital Group Private Client Services
California
GWM
2830
GK Wealth Management
Nevada
OC
2831
Opal Capital
Florida
MFS
2832
Mirabella Financial Services
United Kingdom
HCA
2833
Heck Capital Advisors
Wisconsin
MAM
2834
Martingale Asset Management
Massachusetts
TFCP
2835
Twin Focus Capital Partners
Massachusetts
SRL
2836
Scientech Research LLC
New Jersey
FA
2837
Fedenia Advisers
Wisconsin
BI
2838
Bramshill Investments
Florida
AWC
2839
Abundance Wealth Counselors
Pennsylvania
HWMO
2840
Heritage Wealth Management (Ohio)
Ohio
PSP
2841
Pacific Sage Partners
Washington
WWM
2842
Westwood Wealth Management
California
KOMWMG
2843
Kerntke Otto McGlone Wealth Management Group
Wisconsin
CMF
2844
Counterpoint Mutual Funds
California
EV
2845
EJMK Ventures
Illinois
TAFW
2846
Tred Avon Family Wealth
Maryland
SHWM
2847
Smith & Howard Wealth Management
Georgia
EFSCE
2848
Enterprise Financial Services Corp (EFSC)
Missouri
FA
2849
Fiducient Advisors
Illinois
CAM
2850
CPA Asset Management
Florida