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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
PP
1526
Patten & Patten
Tennessee
$714K
CUAMC
1527
China Universal Asset Management Company
China
$712K
RLH
1528
RD Lewis Holdings
Florida
$710K
NFTC
1529
North Forty Two & Co
Oregon
$709K
EWM
1530
Evermay Wealth Management
Virginia
$709K
TTIC
1531
Tower Trust & Investment Company
Iowa
$709K
VA
1532
Valmark Advisers
Ohio
$707K
WLPWM
1533
Walled Lake Planning & Wealth Management
Illinois
$706K
FMB
1534
Field & Main Bank
Kentucky
$706K
CWG
1535
Cornerstone Wealth Group
North Carolina
$706K
CA
1536
Capital Advantage
California
$705K
SWM
1537
Stockman Wealth Management
Montana
$703K
BWM
1538
Baron Wealth Management
Michigan
$703K
ALAM
1539
Asahi Life Asset Management
Japan
$701K
CA
1540
Cumberland Advisors
Florida
$701K
SP
1541
SmartHarvest Portfolios
Washington
$699K
SSWM
1542
Sheets Smith Wealth Management
North Carolina
$697K
GWANC
1543
Guardian Wealth Advisors (North Carolina)
North Carolina
$697K
SW
1544
SVB Wealth
Massachusetts
$697K
FI
1545
Financial Insights
Washington
$697K
BAM
1546
Blueshift Asset Management
New Jersey
$696K
ACM
1547
Aster Capital Management
United Arab Emirates
$696K
OL
1548
OneFund LLC
Florida
$695K
BC
1549
Brio Consultants
California
$692K
ONST
1550
Old North State Trust
North Carolina
$692K