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
S
2951
SharpePoint
Arizona
SFP
2952
Shepherd Financial Partners
Massachusetts
PWMG
2953
Pinnacle Wealth Management Group
Michigan
CGA
2954
Crescent Grove Advisors
Illinois
CCA
2955
Catalyst Capital Advisors
New York
GWM
2956
Greenline Wealth Management
Florida
WWA
2957
Wealth Watch Advisors
Colorado
OC
2958
Optima Capital
Oregon
KBFS
2959
Kohmann Bosshard Financial Services
Ohio
FC
2960
Family CFO
California
SA
2961
Strategic Advocates
Utah
IIM
2962
IFC & Insurance Marketing
California
IWM
2963
IMG Wealth Management
Florida
OA
2964
Operose Advisors
Wisconsin
BGWM
2965
Bridge Generations Wealth Management
Florida
HHMI
2966
Howard Hughes Medical Institute
Maryland
ASC
2967
Ares Systematic Credit
MCM
2968
MidAtlantic Capital Management
Virginia
CRI
2969
Commonwealth Retirement Investments
Virginia
FIM
2970
FWL Investment Management
Texas
MA
2971
Modus Advisors
Minnesota
TPBG
2972
Turning Point Benefit Group
Maryland
QA
2973
Quattro Advisors
Pennsylvania
TIAAOA
2974
Teachers Insurance & Annuity Association of America
New York
NL
2975
Navalign LLC
California