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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
SFG
2876
Sunburst Financial Group
Alabama
AWA
2877
A4 Wealth Advisors
North Carolina
TWP
2878
Tempus Wealth Planning
California
EWM
2879
Endowment Wealth Management
Wisconsin
XWL
2880
XXI Wealth LLC
Illinois
HNWA
2881
Henrickson Nauta Wealth Advisors
Michigan
ACM
2882
Avalon Capital Management
California
WWC
2883
Waypoint Wealth Counsel
Georgia
FA
2884
Faithward Advisors
Pennsylvania
OA
2885
Oxbow Advisors
Texas
RA
2886
Riversedge Advisors
Delaware
AWA
2887
AGH Wealth Advisors
Kansas
ITB
2888
Idaho Trust Bank
Idaho
WF
2889
Whelan Financial
California
CA
2890
Calton & Associates
Florida
LT
2891
Legacy Trust
Michigan
BB
2892
Bell Bank
North Dakota
HIS
2893
Harvest Investment Services
Illinois
GAM
2894
Gemmer Asset Management
California
GFM
2895
GF Fund Management
China
PFM
2896
Phillips Financial Management
Indiana
MWP
2897
Meridian Wealth Partners
Pennsylvania
NAMM
2898
NorthStar Asset Management (Massachusetts)
Massachusetts
BWM
2899
Buckley Wealth Management
Nevada
VCM
2900
Violich Capital Management
California