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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
LFG
1151
Larson Financial Group
Missouri
$1.35M
CWP
1152
Concord Wealth Partners
Virginia
$1.34M
TCWA
1153
Turtle Creek Wealth Advisors
Texas
$1.34M
WBWA
1154
William B. Walkup & Associates
South Carolina
$1.34M
AF
1155
Advisornet Financial
Minnesota
$1.34M
AW
1156
Alteri Wealth
California
$1.34M
FFA
1157
Florida Financial Advisors
Florida
$1.34M
HNB
1158
Hilltop National Bank
Wyoming
$1.34M
VWM
1159
Vivid Wealth Management
Iowa
$1.33M
OPCM
1160
Osborne Partners Capital Management
California
$1.33M
AWE
1161
Avidian Wealth Enterprises
Texas
$1.33M
BWMG
1162
Barnes Wealth Management Group
California
$1.32M
MWS
1163
MFA Wealth Services
California
$1.32M
DI
1164
Diligent Investors
California
$1.32M
MCM
1165
MV Capital Management
Maryland
$1.32M
EB
1166
Eastern Bank
Massachusetts
$1.32M
AIA
1167
Affinity Investment Advisors
California
$1.32M
NSIM
1168
North Star Investment Management
Illinois
$1.32M
ANTB
1169
AMG National Trust Bank
Colorado
$1.31M
VRM
1170
Vectors Research Management
New York
$1.31M
PEA
1171
Park Edge Advisors
Ohio
$1.3M
EIA
1172
Emerald Investment Advisers
Pennsylvania
$1.29M
ESB
1173
Essex Savings Bank
Connecticut
$1.29M
BFO
1174
Biltmore Family Office
North Carolina
$1.29M
FRM
1175
Fox Run Management
Connecticut
$1.28M