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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
CFS
2951
Commonwealth Financial Services
West Virginia
PCWA
2952
Pacific Capital Wealth Advisors
California
RIA
2953
Realta Investment Advisors
Delaware
SDAM
2954
Shulman DeMeo Asset Management
New York
SA
2955
Strategic Advisors
New York
RE
2956
Rydar Equities
Texas
CST
2957
Charles Schwab Trust
Nevada
LC
2958
LCNB Corp
Ohio
IHL
2959
Investment House LLC
California
OCPWS
2960
One Charles Private Wealth Services
Massachusetts
SIG
2961
Spinnaker Investment Group
California
TBT
2962
Texas Bank & Trust
Texas
KPWM
2963
KDK Private Wealth Management
Texas
FF
2964
Formulate Financial
Florida
RWB
2965
RMR Wealth Builders
New Jersey
AWM
2966
Act Wealth Management
Texas
NRW
2967
Nova R Wealth
Kansas
MFS
2968
McNamara Financial Services
Massachusetts
ACM
2969
AUA Capital Management
Pennsylvania
FWP
2970
Fiduciary Wealth Partners
Massachusetts
S
2971
SharpePoint
Arizona
SFP
2972
Shepherd Financial Partners
Massachusetts
PWMG
2973
Pinnacle Wealth Management Group
Michigan
CGA
2974
Crescent Grove Advisors
Illinois
CCA
2975
Catalyst Capital Advisors
New York