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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
LI
976
LRI Investments
Florida
$1.95M
FWA
977
FOCUS Wealth Advisors
Texas
$1.95M
CAU
978
Caxton Associates (UK)
$1.95M
IA
979
Insight Advisors
Pennsylvania
$1.94M
CWM
980
Chemistry Wealth Management
New York
$1.94M
OWA
981
One Wealth Advisors
California
$1.94M
RWM
982
Riverchase Wealth Management
Texas
$1.93M
LWANC
983
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.93M
LI
984
Louisbourg Investments
New Brunswick, Canada
$1.93M
MIC
985
Meridian Investment Counsel
California
$1.93M
FFS
986
Founders Financial Securities
Maryland
$1.92M
GFP
987
Gryphon Financial Partners
Ohio
$1.91M
LIM
988
Longfellow Investment Management
Massachusetts
$1.91M
WG
989
Welch Group
Alabama
$1.91M
PB
990
Pinnacle Bancorp
Nebraska
$1.91M
LIM
991
Leavell Investment Management
Alabama
$1.9M
VIM
992
Vista Investment Management
Pennsylvania
$1.9M
WIS
993
Wright Investors Service
Connecticut
$1.9M
VA
994
VestGen Advisors
Illinois
$1.9M
CC
995
Cadinha & Co
Hawaii
$1.89M
MPWT
996
MassMutual Private Wealth & Trust
Connecticut
$1.89M
CA
997
CSM Advisors
Pennsylvania
$1.89M
GS
998
GTS Securities
New York
$1.88M
OCM
999
One Capital Management
California
$1.88M
PFA
1000
Pure Financial Advisors
California
$1.87M