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