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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
CCA
1326
Childress Capital Advisors
Texas
$974K
CCWM
1327
Correct Capital Wealth Management
Missouri
$971K
CAC
1328
Core Alternative Capital
Georgia
$971K
KMWM
1329
Keudell/Morrison Wealth Management
Oregon
$964K
HCP
1330
Hardin Capital Partners
South Carolina
$962K
SAM
1331
S.A. Mason
Michigan
$961K
CIM
1332
Contravisory Investment Management
Massachusetts
$958K
CIC
1333
Crawford Investment Counsel
Georgia
$955K
DAM
1334
Deltec Asset Management
New York
$955K
BFA
1335
Bragg Financial Advisors
North Carolina
$950K
TF
1336
Tudor Financial
Ohio
$947K
MFWP
1337
Mosaic Family Wealth Partners
Missouri
$947K
RCM
1338
RB Capital Management
Nevada
$947K
BP
1339
BBR Partners
New York
$947K
VGDSS
1340
VUB Generali dochodkova spravcovska spolocnost
$947K
APP
1341
Avantax Planning Partners
Iowa
$947K
WT
1342
Washington Trust
Rhode Island
$944K
IDA
1343
Intelligence Driven Advisers
California
$944K
SOS
1344
Silver Oak Securities
Tennessee
$940K
MG
1345
Marex Group
$939K
CPA
1346
Capital Performance Advisors
California
$938K
MAWA
1347
Moss Adams Wealth Advisors
Washington
$938K
HWA
1348
HCR Wealth Advisors
California
$937K
CFO
1349
Cambient Family Office
Michigan
$936K
PWP
1350
Phillips Wealth Planners
Mississippi
$935K