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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
CAM
801
Cidel Asset Management
Ontario, Canada
$3.09M
PCIA
802
Prime Capital Investment Advisors
Kansas
$3.07M
DWM
803
Dynasty Wealth Management
Florida
$3.07M
UAS
804
United Asset Strategies
New York
$3.06M
EWM
805
Evercore Wealth Management
New York
$3.06M
CCP
806
Cunning Capital Partners
North Carolina
$3.06M
GSEP
807
Golden State Equity Partners
California
$3.06M
UBP
808
Union Bancaire Privee
Switzerland
$3.05M
PAMP
809
Polar Asset Management Partners
Ontario, Canada
$3.04M
I
810
InvesTrust
Oklahoma
$3.03M
FFO
811
Fiduciary Family Office
Florida
$3.02M
AWA
812
Aaron Wealth Advisors
Illinois
$2.99M
AGC
813
Aspen Grove Capital
Colorado
$2.99M
MGWM
814
Marks Group Wealth Management
Minnesota
$2.99M
YC
815
Yarbrough Capital
Tennessee
$2.98M
CPC
816
Congress Park Capital
New York
$2.97M
GC
817
Grimes & Company
Massachusetts
$2.97M
FSA
818
Franklin Street Advisors
North Carolina
$2.97M
AMM
819
American Money Management
California
$2.95M
CICI
820
Capital Investment Counsel Inc
North Carolina
$2.94M
KWS
821
Keystone Wealth Services
California
$2.9M
FDP
822
Financiere des Professionnels
Quebec, Canada
$2.89M
FRA
823
Frank Rimerman Advisors
California
$2.87M
LS
824
Livforsakringsbolaget Skandia
Sweden
$2.85M
SCI
825
S&CO Inc
Massachusetts
$2.84M