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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
BWM
2876
Buckley Wealth Management
Nevada
CWA
2877
CogentBlue Wealth Advisors
Tennessee
FAN
2878
Financial Advisors Network
California
EL
2879
Essex LLC
Illinois
ACA
2880
Aspire Capital Advisors
Washington
HPC
2881
Hobart Private Capital
North Carolina
FBFS
2882
First Business Financial Services
Wisconsin
KOC
2883
Koss-Olinger Consulting
Florida
WAS
2884
WESPAC Advisors SoCal
California
IPW
2885
Impact Partnership Wealth
Georgia
SAM
2886
Smithbridge Asset Management
Pennsylvania
AIM
2887
Aigen Investment Management
New York
EA
2888
Echo45 Advisors
California
PCA
2889
Prosperity Capital Advisors
Ohio
SAA
2890
Southeast Asset Advisors
Georgia
PLFS
2891
Provident Living Financial Services
Utah
VPF
2892
Vantage Point Financial
Illinois
AI
2893
Auour Investments
Massachusetts
BFA
2894
Bright Financial Advisors
Michigan
WSWA
2895
Warren Street Wealth Advisors
California
GD
2896
Grandfield & Dodd
New York
CCA
2897
Cora Capital Advisors
New Jersey
HCA
2898
Harbour Capital Advisors
Virginia
WAS
2899
Wealth Advisory Solutions
Indiana
ZCP
2900
Z3 Capital Partners
Virginia