WFC icon

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
QWM
2926
QP Wealth Management
New Jersey
LBC
2927
Leigh Baldwin & Co
New York
RCI
2928
RS Crum Inc
California
SCM
2929
Stordahl Capital Management
Colorado
AWM
2930
Accel Wealth Management
Iowa
PCWA
2931
Pacific Capital Wealth Advisors
California
CFS
2932
Commonwealth Financial Services
West Virginia
RIA
2933
Realta Investment Advisors
Delaware
SA
2934
Strategic Advisors
New York
SDAM
2935
Shulman DeMeo Asset Management
New York
RE
2936
Rydar Equities
Texas
CST
2937
Charles Schwab Trust
Nevada
LC
2938
LCNB Corp
Ohio
IHL
2939
Investment House LLC
California
OCPWS
2940
One Charles Private Wealth Services
Massachusetts
SIG
2941
Spinnaker Investment Group
California
TBT
2942
Texas Bank & Trust
Texas
KPWM
2943
KDK Private Wealth Management
Texas
FF
2944
Formulate Financial
Florida
RWB
2945
RMR Wealth Builders
New Jersey
AWM
2946
Act Wealth Management
Texas
NRW
2947
Nova R Wealth
Kansas
ACM
2948
AUA Capital Management
Pennsylvania
MFS
2949
McNamara Financial Services
Massachusetts
FWP
2950
Fiduciary Wealth Partners
Massachusetts