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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
VDC
1076
Van Diest Capital
Iowa
$1.59M
EWA
1077
Exencial Wealth Advisors
Oklahoma
$1.58M
CIA
1078
Citadel Investment Advisory
Ohio
$1.57M
CCM
1079
Collar Capital Management
Wisconsin
$1.57M
MWM
1080
Modern Wealth Management
Kansas
$1.57M
BCG
1081
Breakwater Capital Group
New Jersey
$1.56M
LCOV
1082
London Company of Virginia
Virginia
$1.56M
I
1083
InceptionR
California
$1.56M
MWM
1084
Modera Wealth Management
New Jersey
$1.56M
CCG
1085
Ceeto Capital Group
Florida
$1.55M
RWFS
1086
Rayburn West Financial Services
Tennessee
$1.55M
AWM
1087
Aprio Wealth Management
Georgia
$1.54M
BFIM
1088
Beese Fulmer Investment Management
Ohio
$1.54M
LGA
1089
Lebenthal Global Advisors
New York
$1.53M
PWA
1090
Pitcairn Wealth Advisors
Pennsylvania
$1.53M
SRC
1091
Sage Rhino Capital
California
$1.53M
MIM
1092
MTM Investment Management
South Carolina
$1.52M
BAM
1093
Belpointe Asset Management
Nevada
$1.52M
VWM
1094
VCI Wealth Management
Missouri
$1.52M
SCM
1095
SCS Capital Management
Massachusetts
$1.51M
JCM
1096
Jacobi Capital Management
Pennsylvania
$1.51M
BBA
1097
BLB&B Advisors
Pennsylvania
$1.51M
WBC
1098
Westpac Banking Corp
Australia
$1.5M
EFH
1099
Eaton Financial Holdings
Florida
$1.5M
MEAC
1100
M.E. Allison & Co
Texas
$1.5M