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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
CNBOF
1201
City National Bank of Florida
Florida
$1.22M
DBFM
1202
Dickmeyer Boyce Financial Management
Indiana
$1.21M
FFA
1203
Fragasso Financial Advisors
Pennsylvania
$1.21M
SIA
1204
Strategic Investment Advisors
Michigan
$1.2M
CCP
1205
Cane Capital Partners
Louisiana
$1.2M
LF
1206
Lantz Financial
Illinois
$1.2M
FFM
1207
Forum Financial Management
Illinois
$1.2M
HBT
1208
Hills Bank & Trust
Iowa
$1.2M
Koshinski Asset Management
1209
Koshinski Asset Management
Illinois
$1.2M
PWP
1210
Principle Wealth Partners
Connecticut
$1.2M
HCM
1211
Hutner Capital Management
Vermont
$1.19M
HCP
1212
Hexagon Capital Partners
Arkansas
$1.19M
CWM
1213
Cornerstone Wealth Management
Missouri
$1.19M
RFM
1214
Royal Fund Management
Florida
$1.19M
PAM
1215
Peak Asset Management
Colorado
$1.18M
LD
1216
Lipe & Dalton
New York
$1.18M
SWM
1217
Spire Wealth Management
Virginia
$1.18M
SC
1218
Sawyer & Company
Massachusetts
$1.18M
LI
1219
LMCG Investments
Massachusetts
$1.17M
MFIM
1220
Mesirow Financial Investment Management
Illinois
$1.17M
DTC
1221
Davidson Trust Company
Washington
$1.17M
RDFA
1222
Ritter Daniher Financial Advisory
Ohio
$1.17M
CA
1223
Continuum Advisory
Idaho
$1.16M
QP
1224
Quilter Plc
United Kingdom
$1.16M
PFBT
1225
Parkside Financial Bank & Trust
Missouri
$1.16M