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