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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
PWMG
2976
Pinnacle Wealth Management Group
Michigan
SFP
2977
Shepherd Financial Partners
Massachusetts
CGA
2978
Crescent Grove Advisors
Illinois
CCA
2979
Catalyst Capital Advisors
New York
GWM
2980
Greenline Wealth Management
Florida
WWA
2981
Wealth Watch Advisors
Colorado
OC
2982
Optima Capital
Oregon
KBFS
2983
Kohmann Bosshard Financial Services
Ohio
FC
2984
Family CFO
California
SA
2985
Strategic Advocates
Utah
IIM
2986
IFC & Insurance Marketing
California
IWM
2987
IMG Wealth Management
Florida
OA
2988
Operose Advisors
Wisconsin
BGWM
2989
Bridge Generations Wealth Management
Florida
HHMI
2990
Howard Hughes Medical Institute
Maryland
ASC
2991
Ares Systematic Credit
MCM
2992
MidAtlantic Capital Management
Virginia
CRI
2993
Commonwealth Retirement Investments
Virginia
FIM
2994
FWL Investment Management
Texas
MA
2995
Modus Advisors
Minnesota
TPBG
2996
Turning Point Benefit Group
Maryland
QA
2997
Quattro Advisors
Pennsylvania
TIAAOA
2998
Teachers Insurance & Annuity Association of America
New York
NL
2999
Navalign LLC
California
BC
3000
Bayforest Capital
United Kingdom