We are live on ! Find out more
WFC icon

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
DE
1501
Diversified Enterprises
Delaware
$750K
LW
1502
Linscomb Wealth
Texas
$749K
FPB
1503
First PREMIER Bank
South Dakota
$749K
VCM
1504
Versant Capital Management
Arizona
$748K
MFA
1505
Mayflower Financial Advisors
Massachusetts
$747K
AP
1506
Appleton Partners
Massachusetts
$747K
TWP
1507
Triad Wealth Partners
Kansas
$746K
CCS
1508
Concentric Capital Strategies
Connecticut
$746K
SP
1509
SIH Partners
Delaware
$745K
FWP
1510
FAS Wealth Partners
Kansas
$741K
EA
1511
Everpar Advisors
Oklahoma
$740K
PWM
1512
Prentice Wealth Management
New York
$740K
FMLI
1513
Fukoku Mutual Life Insurance
Japan
$737K
SAM
1514
Secure Asset Management
Michigan
$733K
SSG
1515
Summit Securities Group
New York
$733K
PWC
1516
Pathfinder Wealth Consulting
North Carolina
$732K
JC
1517
Jacobs & Co
California
$729K
CIA
1518
Cape Investment Advisory
Georgia
$728K
FAT
1519
First American Trust
California
$726K
XF
1520
XML Financial
Maryland
$726K
QWM
1521
Quadcap Wealth Management
Texas
$725K
MCM
1522
Monument Capital Management
Virginia
$723K
OL
1523
Optas LLC
Texas
$722K
SIA
1524
SGL Investment Advisors
Montana
$718K
AO
1525
Advisor OS
Illinois
$717K