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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
JWM
2851
Jessup Wealth Management
Ohio
SFG
2852
Sunburst Financial Group
Alabama
AWA
2853
A4 Wealth Advisors
North Carolina
TWP
2854
Tempus Wealth Planning
California
EWM
2855
Endowment Wealth Management
Wisconsin
XWL
2856
XXI Wealth LLC
Illinois
HNWA
2857
Henrickson Nauta Wealth Advisors
Michigan
ACM
2858
Avalon Capital Management
California
WWC
2859
Waypoint Wealth Counsel
Georgia
FA
2860
Faithward Advisors
Pennsylvania
OA
2861
Oxbow Advisors
Texas
RA
2862
Riversedge Advisors
Delaware
AWA
2863
AGH Wealth Advisors
Kansas
ITB
2864
Idaho Trust Bank
Idaho
WF
2865
Whelan Financial
California
CA
2866
Calton & Associates
Florida
LT
2867
Legacy Trust
Michigan
BB
2868
Bell Bank
North Dakota
HIS
2869
Harvest Investment Services
Illinois
GAM
2870
Gemmer Asset Management
California
GFM
2871
GF Fund Management
China
PFM
2872
Phillips Financial Management
Indiana
NAMM
2873
NorthStar Asset Management (Massachusetts)
Massachusetts
MWP
2874
Meridian Wealth Partners
Pennsylvania
VCM
2875
Violich Capital Management
California