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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
CIM
1551
CIM Investment Management
Pennsylvania
$691K
MCM
1552
Manchester Capital Management
Vermont
$690K
DWM
1553
Dakota Wealth Management
Florida
$690K
RCG
1554
Regatta Capital Group
California
$688K
NCM
1555
Novare Capital Management
North Carolina
$688K
NI
1556
Natural Investments
California
$688K
HI
1557
Hudock Inc
Pennsylvania
$687K
AIM
1558
Axiom Investment Management
New York
$687K
LFA
1559
Lauterbach Financial Advisors
Texas
$684K
SPC
1560
Spirepoint Private Client
Florida
$684K
AP
1561
Advisortrust Partners
North Carolina
$681K
PWM
1562
Pines Wealth Management
North Carolina
$679K
VWM
1563
Vermillion Wealth Management
Minnesota
$678K
BPW
1564
Bingham Private Wealth
California
$677K
EFG
1565
Everest Financial Group
Minnesota
$677K
BMCM
1566
Black Maple Capital Management
Wisconsin
$677K
BFC
1567
Bedel Financial Consulting
Indiana
$674K
WFA
1568
Wellspring Financial Advisors
Ohio
$674K
CBA
1569
Coastal Bridge Advisors
Connecticut
$673K
ATS
1570
Ashton Thomas Securities
New York
$671K
AMG
1571
Advisors Management Group
Wisconsin
$671K
CIEC
1572
Crédit Industriel et Commercial
France
$671K
CIC
1573
Cutler Investment Counsel
Oregon
$670K
FA
1574
Fermata Advisors
California
$668K
TFO
1575
Tarbox Family Office
California
$666K