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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
FWP
2926
Falcon Wealth Planning
California
FA
2927
FDx Advisors
Illinois
ANBOT
2928
American National Bank of Texas
Texas
ZWA
2929
Zinnia Wealth Advisory
Florida
KSWWM
2930
Keyes Stange & Wooten Wealth Management
Florida
SGFG
2931
Silver Grove Financial Group
New York
CIP
2932
Capital Insight Partners
Arizona
BCP
2933
Berkeley Capital Partners
Georgia
DFS
2934
Dixon Fnancial Services
California
GFPC
2935
Global Financial Private Client
Florida
TC
2936
T3 Companies
New York
VC
2937
Veracity Capital
Georgia
MWM
2938
Madrid Wealth Management
New Mexico
VIA
2939
Victrix Investment Advisors
Florida
DIM
2940
DLK Investment Management
California
TA
2941
TFB Advisors
Kansas
MC
2942
Middleton & Co
Massachusetts
MHB
2943
Midwest Heritage Bank
Iowa
FCG
2944
Fielder Capital Group
Tennessee
APIM
2945
Agate Pass Investment Management
Washington
CSA
2946
Cornerstone Select Advisors
Missouri
FL
2947
FreeGulliver LLC
Louisiana
PCMF
2948
Private Capital Management (Florida)
Florida
PIN
2949
Prudent Investors Network
California
QWM
2950
QP Wealth Management
New Jersey