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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
HPC
2901
Hobart Private Capital
North Carolina
KOC
2902
Koss-Olinger Consulting
Florida
FBFS
2903
First Business Financial Services
Wisconsin
WAS
2904
WESPAC Advisors SoCal
California
IPW
2905
Impact Partnership Wealth
Georgia
SAM
2906
Smithbridge Asset Management
Pennsylvania
AIM
2907
Aigen Investment Management
New York
EA
2908
Echo45 Advisors
California
PCA
2909
Prosperity Capital Advisors
Ohio
SAA
2910
Southeast Asset Advisors
Georgia
PLFS
2911
Provident Living Financial Services
Utah
VPF
2912
Vantage Point Financial
Illinois
AI
2913
Auour Investments
Massachusetts
BFA
2914
Bright Financial Advisors
Michigan
WSWA
2915
Warren Street Wealth Advisors
California
GD
2916
Grandfield & Dodd
New York
CCA
2917
Cora Capital Advisors
New Jersey
HCA
2918
Harbour Capital Advisors
Virginia
WAS
2919
Wealth Advisory Solutions
Indiana
ZCP
2920
Z3 Capital Partners
Virginia
CWL
2921
Causey Wealth LLC
Colorado
FWP
2922
Falcon Wealth Planning
California
FA
2923
FDx Advisors
Illinois
ANBOT
2924
American National Bank of Texas
Texas
ZWA
2925
Zinnia Wealth Advisory
Florida