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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
LW
1501
Linscomb Wealth
Texas
$749K
FPB
1502
First PREMIER Bank
South Dakota
$749K
VCM
1503
Versant Capital Management
Arizona
$748K
MFA
1504
Mayflower Financial Advisors
Massachusetts
$747K
AP
1505
Appleton Partners
Massachusetts
$747K
TWP
1506
Triad Wealth Partners
Kansas
$746K
CCS
1507
Concentric Capital Strategies
Connecticut
$746K
SP
1508
SIH Partners
Delaware
$745K
FWP
1509
FAS Wealth Partners
Kansas
$741K
EA
1510
Everpar Advisors
Oklahoma
$740K
PWM
1511
Prentice Wealth Management
New York
$740K
FMLI
1512
Fukoku Mutual Life Insurance
Japan
$737K
SAM
1513
Secure Asset Management
Michigan
$733K
SSG
1514
Summit Securities Group
New York
$733K
PWC
1515
Pathfinder Wealth Consulting
North Carolina
$732K
JC
1516
Jacobs & Co
California
$729K
CIA
1517
Cape Investment Advisory
Georgia
$728K
FAT
1518
First American Trust
California
$726K
XF
1519
XML Financial
Maryland
$726K
QWM
1520
Quadcap Wealth Management
Texas
$725K
MCM
1521
Monument Capital Management
Virginia
$723K
OL
1522
Optas LLC
Texas
$722K
SIA
1523
SGL Investment Advisors
Montana
$718K
AO
1524
Advisor OS
Illinois
$717K
PP
1525
Patten & Patten
Tennessee
$714K