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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
AWM
951
Aviso Wealth Management
Washington
$2.07M
COI
952
Connable Office Inc
Michigan
$2.07M
TWA
953
Tulsa Wealth Advisors
Oklahoma
$2.07M
MIM
954
Morningstar Investment Management
Illinois
$2.06M
HAG
955
HighPoint Advisor Group
Illinois
$2.06M
SAM
956
Silvercrest Asset Management
New York
$2.05M
CSP
957
Cary Street Partners
Virginia
$2.05M
YIA
958
YHB Investment Advisors
Connecticut
$2.05M
EAM
959
Erste Asset Management
Austria
$2.04M
FSA
960
Fort Sheridan Advisors
Illinois
$2.04M
PGAM
961
Princeton Global Asset Management
New Jersey
$2.03M
EHC
962
Everett Harris & Co
California
$2.03M
NPT
963
National Philanthropic Trust
Pennsylvania
$2.02M
CWMK
964
Caliber Wealth Management (Kansas)
Kansas
$2.02M
RMC
965
Resources Management Corp
Connecticut
$2.02M
CA
966
CWC Advisors
Oregon
$2.01M
EFG
967
Everhart Financial Group
Ohio
$2.01M
ACA
968
Aptus Capital Advisors
Alabama
$2M
OA
969
Oasis Advisors
Iowa
$1.99M
FIA
970
Foundations Investment Advisors
Arizona
$1.97M
PFM
971
Potomac Fund Management
Florida
$1.97M
CPC
972
Cookson Peirce & Co
Pennsylvania
$1.96M
SC
973
SummitTX Capital
Texas
$1.96M
BSL
974
Blue Sparrow LLC
Delaware
$1.96M
IAN
975
Integrated Advisors Network
Texas
$1.96M