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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
SWASL
851
Spartan Wealth Advisory Services LLC
Michigan
$2.61M
NAAA
852
New Age Alpha Advisors
New York
$2.6M
AFW
853
Avantra Family Wealth
Pennsylvania
$2.6M
IWM
854
Iams Wealth Management
Nebraska
$2.6M
ICM
855
Islay Capital Management
Texas
$2.6M
SWM
856
Shrier Wealth Management
California
$2.6M
MAWCM
857
Mine & Arao Wealth Creation & Management
California
$2.58M
NCM
858
Northside Capital Management
Oregon
$2.57M
EFM
859
E Fund Management
China
$2.57M
AG
860
Advocate Group
Minnesota
$2.55M
NW
861
Naviter Wealth
Arkansas
$2.54M
LCM
862
Legato Capital Management
California
$2.53M
TSWM
863
Triangle Securities Wealth Management
North Carolina
$2.53M
SLFPAM
864
St. Louis Financial Planners Asset Management
Missouri
$2.52M
GWM
865
Gibbs Wealth Management
Georgia
$2.52M
CIC
866
Carnegie Investment Counsel
Ohio
$2.51M
TFS
867
Thoroughbred Financial Services
Tennessee
$2.51M
TPW
868
Talon Private Wealth
Florida
$2.51M
EWA
869
EverSource Wealth Advisors
Alabama
$2.5M
LAM
870
Lummis Asset Management
Texas
$2.49M
WP
871
WealthShield Partners
North Carolina
$2.48M
JSW
872
Journey Strategic Wealth
New Jersey
$2.47M
BAAM
873
Baker Avenue Asset Management
California
$2.46M
GM
874
GeoWealth Management
Illinois
$2.46M
AAM
875
Auxier Asset Management
Oregon
$2.45M