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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
MCWS
1001
McKinley Carter Wealth Services
West Virginia
$1.87M
JIP
1002
Jaffetilchin Investment Partners
Florida
$1.87M
CI Investments Inc
1003
CI Investments Inc
Ontario, Canada
$1.87M
PCM
1004
Princeton Capital Management
New Jersey
$1.85M
MK
1005
MASTERINVEST Kapitalanlage
$1.84M
XWM
1006
Xcel Wealth Management
Florida
$1.84M
CNBTD
1007
Citizens National Bank Trust Department
Mississippi
$1.84M
Simplex Trading
1008
Simplex Trading
Illinois
$1.83M
FB
1009
Fulton Bank
Pennsylvania
$1.82M
CFM
1010
Catalyst Funds Management
Australia
$1.81M
PTC
1011
Private Trust Company
Ohio
$1.81M
RPC
1012
Rossmore Private Capital
Connecticut
$1.81M
DWM
1013
Drive Wealth Management
Utah
$1.81M
AL
1014
Aspiriant LLC
California
$1.8M
5W
1015
5T Wealth
California
$1.8M
SM
1016
Sweeney & Michel
California
$1.8M
NAS
1017
NWF Advisory Services
California
$1.79M
HSA
1018
HBK Sorce Advisory
Pennsylvania
$1.79M
MC
1019
Martin & Co
Tennessee
$1.77M
HIC
1020
Holderness Investments Company
North Carolina
$1.76M
Impax Asset Management Group
1021
Impax Asset Management Group
United Kingdom
$1.75M
LFA
1022
Legacy Financial Advisors
Kentucky
$1.75M
KCM
1023
Kathmere Capital Management
Pennsylvania
$1.74M
PWA
1024
Phoenix Wealth Advisors
North Carolina
$1.73M
TPWA
1025
TRUE Private Wealth Advisors
Oregon
$1.73M