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Wells Fargo

2,790 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
2,790
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
GI
651
GAMMA Investing
California
$4.98M
AWM
652
Axxcess Wealth Management
California
$4.98M
SIM
653
Sprucegrove Investment Management
Ontario, Canada
$4.98M
BFS
654
Bradley Foster & Sargent
Connecticut
$4.97M
AAM
655
Advisors Asset Management
Colorado
$4.96M
BBWA
656
Bell & Brown Wealth Advisors
California
$4.95M
OE
657
OFS Enterprise
Nebraska
$4.95M
SPC
658
Sigma Planning Corp
Michigan
$4.94M
PCTC
659
Perkins Coie Trust Company
Washington
$4.93M
Envestnet Portfolio Solutions
660
Envestnet Portfolio Solutions
Illinois
$4.92M
QC
661
Quadrature Capital
United Kingdom
$4.9M
TC
662
TownSquare Capital
Utah
$4.88M
SCM
663
Stevens Capital Management
Pennsylvania
$4.88M
BP
664
BWM Planning
Texas
$4.88M
CFB
665
Cullen/Frost Bankers
Texas
$4.81M
DWP
666
Daymark Wealth Partners
Ohio
$4.81M
DWM
667
Diversify Wealth Management
Utah
$4.78M
BW
668
Balance Wealth
Ohio
$4.77M
CAM
669
Chou Associates Management
Ontario, Canada
$4.74M
WS
670
Wedbush Securities
California
$4.72M
JIC
671
Joel Isaacson & Co
New York
$4.7M
SCM
672
Silvant Capital Management
Georgia
$4.68M
BCCM
673
Black Cypress Capital Management
Florida
$4.67M
Fayez Sarofim & Co
674
Fayez Sarofim & Co
Texas
$4.66M
PPW
675
Parcion Private Wealth
Washington
$4.6M