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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
VBFP
1126
Valtinson Bruner Financial Planning
Minnesota
$1.42M
DM
1127
Diversified Management
Wisconsin
$1.42M
PWA
1128
Providence Wealth Advisors
Illinois
$1.41M
AA
1129
Advisory Alpha
Michigan
$1.41M
HCMT
1130
Highland Capital Management (Tennessee)
Tennessee
$1.41M
KFSC
1131
Keystone Financial Services (Colorado)
Colorado
$1.41M
KA
1132
Kovack Advisors
Florida
$1.41M
WBG
1133
Wharton Business Group
Pennsylvania
$1.41M
CT
1134
Chicago Trust
Illinois
$1.41M
FNT
1135
First National Trust
Pennsylvania
$1.39M
NHC
1136
Nicholas Hoffman & Company
Georgia
$1.39M
RAG
1137
RIA Advisory Group
Iowa
$1.38M
CFA
1138
Cahill Financial Advisors
Minnesota
$1.38M
SIA
1139
SeaBridge Investment Advisors
New Jersey
$1.38M
1IA
1140
1834 Investment Advisors
Wisconsin
$1.38M
CIAS
1141
Capital Investment Advisory Services
North Carolina
$1.37M
AA
1142
Auctus Advisors
North Carolina
$1.37M
BCM
1143
Boltwood Capital Management
California
$1.37M
AA
1144
Armis Advisers
Georgia
$1.36M
GPA
1145
Garrison Point Advisors
California
$1.36M
PW
1146
Potentia Wealth
California
$1.36M
VNIM
1147
Vaughan Nelson Investment Management
Texas
$1.36M
FAM
1148
Formidable Asset Management
Ohio
$1.35M
PAM
1149
Palisade Asset Management
Minnesota
$1.35M
LAM
1150
L2 Asset Management
Massachusetts
$1.35M