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Wells Fargo

2,793 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, 1,045 increasing their positions, 1,174 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
2,793
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
1426
Carrera Capital Advisors
Michigan
$846K
ASC
1427
Atalanta Sosnoff Capital
New York
$845K
TWM
1428
Thrive Wealth Management
Pennsylvania
$839K
KA
1429
Klingman & Associates
New York
$836K
WIM
1430
Walsky Investment Management
Pennsylvania
$835K
PC
1431
PCB Capital
New Jersey
$833K
SA
1432
SPWM Advisors
Michigan
$833K
DE
1433
Defiance ETFs
New York
$832K
BTWM
1434
Baker Tilly Wealth Management
Wisconsin
$831K
N
1435
Numerai
California
$828K
PFSC
1436
Peoples Financial Services Corp
Pennsylvania
$827K
LWM
1437
Liberty Wealth Management
California
$826K
NFG
1438
Northbridge Financial Group
Florida
$826K
SIM
1439
Studio Investment Management
Illinois
$825K
EW
1440
Evoke Wealth
California
$825K
WC
1441
Whitney & Co
New York
$822K
ECA
1442
Elevated Capital Advisors
Utah
$818K
JSSH
1443
J. Safra Sarasin Holding
$817K
WCA
1444
Westover Capital Advisors
Delaware
$816K
MBT
1445
Montecito Bank & Trust
California
$815K
WA
1446
Waddell & Associates
Tennessee
$814K
IP
1447
Indivisible Partners
Florida
$810K
SB
1448
Strategic Blueprint
Georgia
$810K
TWM
1449
TRB Wealth Management
Texas
$805K
1WA
1450
180 Wealth Advisors
Washington
$804K