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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
FWP
2901
Falcon Wealth Planning
California
CWL
2902
Causey Wealth LLC
Colorado
FA
2903
FDx Advisors
Illinois
ANBOT
2904
American National Bank of Texas
Texas
ZWA
2905
Zinnia Wealth Advisory
Florida
KSWWM
2906
Keyes Stange & Wooten Wealth Management
Florida
SGFG
2907
Silver Grove Financial Group
New York
CIP
2908
Capital Insight Partners
Arizona
BCP
2909
Berkeley Capital Partners
Georgia
GFPC
2910
Global Financial Private Client
Florida
DFS
2911
Dixon Fnancial Services
California
TC
2912
T3 Companies
New York
VC
2913
Veracity Capital
Georgia
MWM
2914
Madrid Wealth Management
New Mexico
VIA
2915
Victrix Investment Advisors
Florida
DIM
2916
DLK Investment Management
California
TA
2917
TFB Advisors
Kansas
MC
2918
Middleton & Co
Massachusetts
MHB
2919
Midwest Heritage Bank
Iowa
FCG
2920
Fielder Capital Group
Tennessee
APIM
2921
Agate Pass Investment Management
Washington
CSA
2922
Cornerstone Select Advisors
Missouri
FL
2923
FreeGulliver LLC
Louisiana
PCMF
2924
Private Capital Management (Florida)
Florida
PIN
2925
Prudent Investors Network
California