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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
KTC
1376
Kentucky Trust Company
Kentucky
$890K
KP
1377
Keel Point
Alabama
$889K
CH
1378
Cromwell Holdings
Wyoming
$889K
VWA
1379
Visionary Wealth Advisors
Illinois
$889K
NP
1380
Nilsine Partners
Colorado
$888K
AIA
1381
AIMZ Investment Advisors
California
$888K
PMG
1382
Private Management Group
California
$888K
FMWA
1383
Forvis Mazars Wealth Advisors
Missouri
$887K
KJWM
1384
Kiley Juergens Wealth Management
Washington
$886K
IWA
1385
Icon Wealth Advisors
Texas
$886K
HWM
1386
Hohimer Wealth Management
Washington
$885K
OC
1387
Opinicus Capital
Florida
$885K
PWA
1388
Physician Wealth Advisors
Utah
$884K
CS
1389
Candriam SCA
Luxembourg
$884K
WBCM
1390
Wilson & Boucher Capital Management
California
$883K
RT
1391
Rockland Trust
Massachusetts
$880K
SG
1392
StoneX Group
New York
$879K
WP
1393
Wealthspan Partners
Iowa
$878K
CP
1394
Clarendon Private
Massachusetts
$877K
WMA
1395
West Michigan Advisors
Michigan
$876K
GIP
1396
Greatmark Investment Partners
Georgia
$876K
PCM
1397
Pointe Capital Management
Michigan
$873K
DG
1398
DMC Group
Alabama
$873K
LMFP
1399
Larry Mathis Financial Planning
Arizona
$872K
AWAP
1400
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$871K