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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
FAMI
1101
Fideuram Asset Management (Ireland)
$1.49M
CWA
1102
Crux Wealth Advisors
California
$1.49M
CT
1103
Caldwell Trust
Florida
$1.49M
FMI
1104
F/M Investments
District of Columbia
$1.49M
IAIM
1105
International Assets Investment Management
Florida
$1.48M
LCM
1106
Lazari Capital Management
California
$1.48M
FFBTD
1107
First Financial Bank - Trust Division
Ohio
$1.48M
RPCONE
1108
Retirement Planning Company of New England
Rhode Island
$1.47M
IIC
1109
Integrated Investment Consultants
Michigan
$1.47M
CI
1110
CX Institutional
Indiana
$1.47M
FMTC
1111
Farmers & Merchants Trust Company
California
$1.47M
WAP
1112
Wealthcare Advisory Partners
Pennsylvania
$1.46M
IAS
1113
Insigneo Advisory Services
Florida
$1.46M
FMI
1114
Frec Markets Inc
California
$1.45M
TP
1115
TritonPoint Partners
Maryland
$1.45M
TCOT
1116
Trust Company of Toledo
Ohio
$1.44M
HT
1117
Heritage Trust
Oklahoma
$1.44M
Financial Engines Advisors
1118
Financial Engines Advisors
California
$1.44M
IAMOG
1119
Investors Asset Management of Georgia
Georgia
$1.44M
GWM
1120
Gilpin Wealth Management
Colorado
$1.44M
BOC
1121
Barbara Oil Co
Illinois
$1.43M
DWA
1122
Delap Wealth Advisory
Oregon
$1.43M
PWPS
1123
Pinnacle Wealth Planning Services
Ohio
$1.42M
EM
1124
Excalibur Management
Massachusetts
$1.42M
FA
1125
Fiduciary Alliance
South Carolina
$1.42M