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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
GAG
926
GM Advisory Group
New York
$2.2M
PDL
927
Portfolio Design Labs
California
$2.19M
WKWM
928
Walter & Keenan Wealth Management
Indiana
$2.18M
BTI
929
Blue Trust Inc
Georgia
$2.18M
HFO
930
Heritage Family Offices
Arizona
$2.17M
APW
931
Aventura Private Wealth
Florida
$2.17M
VVP
932
Venture Visionary Partners
Ohio
$2.16M
DW30
933
Drucker Wealth 3.0
New Jersey
$2.16M
PWAM
934
Private Wealth Asset Management
Iowa
$2.15M
TFA
935
Trinity Financial Advisors
Ohio
$2.14M
MAMA
936
Myriad Asset Management Advisors
Florida
$2.14M
CPBTD
937
Central Pacific Bank - Trust Division
Hawaii
$2.14M
KWA
938
Kingswood Wealth Advisors
California
$2.14M
GVAG
939
Great Valley Advisor Group
Delaware
$2.13M
JIC
940
Johnson Investment Counsel
Ohio
$2.13M
CAAS
941
Capital Asset Advisory Services
Michigan
$2.13M
FGP
942
Freestone Grove Partners
California
$2.12M
MA
943
Montag & Associates
Georgia
$2.12M
SS
944
Sunbelt Securities
Texas
$2.11M
AAP
945
Arax Advisory Partners
Colorado
$2.1M
PBK
946
Peoples Bank (Kansas)
Kansas
$2.1M
APC
947
Aspire Private Capital
North Carolina
$2.1M
IQI
948
Integrated Quantitative Investments
Washington
$2.07M
AIM
949
AMI Investment Management
Indiana
$2.07M
TS
950
Triglav Skladi
Slovenia
$2.07M