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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
KIA
776
KCM Investment Advisors
California
$3.33M
TCPW
777
Twin City Private Wealth
North Carolina
$3.32M
VFA
778
Voya Financial Advisors
Connecticut
$3.31M
RSWM
779
Robertson Stephens Wealth Management
California
$3.28M
BOS
780
Bank of Stockton
California
$3.28M
TBA
781
Tower Bridge Advisors
Pennsylvania
$3.26M
CPIG
782
Chicago Partners Investment Group
Illinois
$3.26M
SDWIA
783
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.26M
RCAG
784
Rehmann Capital Advisory Group
Michigan
$3.24M
SAI
785
Savvy Advisors Inc
New York
$3.23M
CIA
786
Choate Investment Advisors
Massachusetts
$3.21M
HCM
787
Hodges Capital Management
Texas
$3.21M
JFGIW
788
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.19M
RA
789
RFG Advisory
Alabama
$3.18M
Parallax Volatility Advisers
790
Parallax Volatility Advisers
California
$3.18M
HIP
791
Harrell Investment Partners
Texas
$3.15M
TAM
792
Trust Asset Management
Texas
$3.14M
SLI
793
Sumitomo Life Insurance
Japan
$3.14M
WANY
794
Wealthspire Advisors (New York)
New York
$3.14M
AFG
795
Atomi Financial Group
New York
$3.13M
AC
796
Avestar Capital
New York
$3.11M
MMA
797
Miracle Mile Advisors
California
$3.11M
ABTD
798
Arvest Bank Trust Division
Oklahoma
$3.1M
CIA
799
Capital Investment Advisors
Georgia
$3.1M
4WM
800
44 Wealth Management
Oregon
$3.1M