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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
HCA
2851
Heck Capital Advisors
Wisconsin
MAM
2852
Martingale Asset Management
Massachusetts
TFCP
2853
Twin Focus Capital Partners
Massachusetts
SRL
2854
Scientech Research LLC
New Jersey
FA
2855
Fedenia Advisers
Wisconsin
BI
2856
Bramshill Investments
Florida
AWC
2857
Abundance Wealth Counselors
Pennsylvania
HWMO
2858
Heritage Wealth Management (Ohio)
Ohio
PSP
2859
Pacific Sage Partners
Washington
WWM
2860
Westwood Wealth Management
California
FWP
2861
Flatrock Wealth Partners
California
KOMWMG
2862
Kerntke Otto McGlone Wealth Management Group
Wisconsin
EV
2863
EJMK Ventures
Illinois
CMF
2864
Counterpoint Mutual Funds
California
TAFW
2865
Tred Avon Family Wealth
Maryland
SHWM
2866
Smith & Howard Wealth Management
Georgia
EFSCE
2867
Enterprise Financial Services Corp (EFSC)
Missouri
FA
2868
Fiducient Advisors
Illinois
CAM
2869
CPA Asset Management
Florida
CAM
2870
Cozad Asset Management
Illinois
JWM
2871
Jessup Wealth Management
Ohio
SFG
2872
Sunburst Financial Group
Alabama
AWA
2873
A4 Wealth Advisors
North Carolina
TWP
2874
Tempus Wealth Planning
California
EWM
2875
Endowment Wealth Management
Wisconsin