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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
JWM
1251
Jupiter Wealth Management
Colorado
$1.1M
IVP
1252
Intrinsic Value Partners
Arizona
$1.1M
BFG
1253
Berger Financial Group
Minnesota
$1.1M
QWP
1254
Quotient Wealth Partners
Texas
$1.1M
KCM
1255
Kanawha Capital Management
Virginia
$1.1M
FNBSF
1256
First National Bank Sioux Falls
South Dakota
$1.1M
CIC
1257
Chilton Investment Company
Connecticut
$1.1M
LPAM
1258
Lodestar Private Asset Management
California
$1.1M
AWM
1259
Accurate Wealth Management
Florida
$1.09M
WA
1260
WP Advisors
California
$1.09M
JSAM
1261
J. Safra Asset Management
New York
$1.09M
EAM
1262
Empirical Asset Management
Massachusetts
$1.09M
AP
1263
Anchyra Partners
Georgia
$1.09M
NCM
1264
Neumann Capital Management
California
$1.08M
LI
1265
Lafayette Investments
Maryland
$1.08M
SWM
1266
Segment Wealth Management
Texas
$1.08M
CFP
1267
Catalyst Financial Partners
Massachusetts
$1.08M
MHS
1268
M Holdings Securities
Oregon
$1.08M
BC
1269
Bridgefront Capital
Texas
$1.08M
MCA
1270
Magnolia Capital Advisors
Mississippi
$1.08M
PNFS
1271
PW Nova Financial Services
Pennsylvania
$1.07M
BMA
1272
Brooks Moore & Associates
Tennessee
$1.07M
LSA
1273
Leonteq Securities AG
Switzerland
$1.07M
SFG
1274
Sather Financial Group
Texas
$1.07M
PP
1275
PDS Planning
Ohio
$1.07M