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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
MWM
1476
Manske Wealth Management
Texas
$771K
GSC
1477
G&S Capital
Colorado
$771K
BCFD
1478
Boit C.F. David
$769K
MMG
1479
Monetary Management Group
Missouri
$768K
AIM
1480
Athena Investment Management
California
$767K
TCBWMS
1481
Texas Capital Bank Wealth Management Services
Texas
$767K
RC
1482
Rexford Capital
Texas
$767K
FWM
1483
Focused Wealth Management
New York
$766K
M1FG
1484
Mach-1 Financial Group
Arkansas
$766K
VST
1485
Van Strum & Towne
California
$766K
FC
1486
Farringdon Capital
United Kingdom
$765K
1WM
1487
1900 Wealth Management
Texas
$763K
S
1488
Storgate
Texas
$763K
ISFAN
1489
Investor's Fiduciary Advisor Network
Washington
$762K
VNA
1490
Valley National Advisers
Pennsylvania
$761K
CP
1491
Creekside Partners
California
$759K
AAS
1492
Ameritas Advisory Services
Nebraska
$757K
LBC
1493
Lane Brothers & Co
Arizona
$757K
CVM
1494
Cheviot Value Management
California
$756K
RWA
1495
River Wealth Advisors
Pennsylvania
$756K
SC
1496
Steph & Co
Wisconsin
$755K
PA
1497
Perennial Advisors
New York
$755K
STA
1498
Smith Thornton Advisors
Alabama
$754K
ST
1499
Smithfield Trust
Pennsylvania
$754K
ATFA
1500
All Terrain Financial Advisors
Minnesota
$751K