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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
XWL
2876
XXI Wealth LLC
Illinois
HNWA
2877
Henrickson Nauta Wealth Advisors
Michigan
ACM
2878
Avalon Capital Management
California
WWC
2879
Waypoint Wealth Counsel
Georgia
FA
2880
Faithward Advisors
Pennsylvania
OA
2881
Oxbow Advisors
Texas
RA
2882
Riversedge Advisors
Delaware
AWA
2883
AGH Wealth Advisors
Kansas
ITB
2884
Idaho Trust Bank
Idaho
WF
2885
Whelan Financial
California
CA
2886
Calton & Associates
Florida
LT
2887
Legacy Trust
Michigan
BB
2888
Bell Bank
North Dakota
HIS
2889
Harvest Investment Services
Illinois
GAM
2890
Gemmer Asset Management
California
GFM
2891
GF Fund Management
China
PFM
2892
Phillips Financial Management
Indiana
MWP
2893
Meridian Wealth Partners
Pennsylvania
NAMM
2894
NorthStar Asset Management (Massachusetts)
Massachusetts
BWM
2895
Buckley Wealth Management
Nevada
VCM
2896
Violich Capital Management
California
CWA
2897
CogentBlue Wealth Advisors
Tennessee
FAN
2898
Financial Advisors Network
California
EL
2899
Essex LLC
Illinois
ACA
2900
Aspire Capital Advisors
Washington