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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
WTFG
1601
Wood Tarver Financial Group
Idaho
$634K
PAW
1602
Plan A Wealth
Nebraska
$631K
KCAM
1603
Kagan Cocozza Asset Management
New Jersey
$630K
CA
1604
Claro Advisors
Massachusetts
$629K
FFP
1605
FourThought Financial Partners
Florida
$629K
AAS
1606
Annex Advisory Services
Wisconsin
$628K
FWI
1607
Facet Wealth Inc
Maryland
$624K
BOSSRA
1608
B.O.S.S. Retirement Advisors
Utah
$623K
LJAC
1609
L.J. Altfest & Co
New York
$623K
EWA
1610
Elevate Wealth Advisory
Georgia
$622K
FWTB
1611
First Western Trust Bank
Colorado
$621K
ZI
1612
ZEGA Investments
Florida
$618K
FPF
1613
First Pacific Financial
Washington
$617K
ET
1614
Equitable Trust
Tennessee
$616K
MAG
1615
MRA Advisory Group
New Jersey
$616K
MA
1616
MONECO Advisors
Connecticut
$614K
GCM
1617
Glaxis Capital Management
Florida
$613K
SAM
1618
Summit Asset Management
Tennessee
$613K
IFWM
1619
Institute for Wealth Management
Colorado
$612K
RCM
1620
Radnor Capital Management
Pennsylvania
$612K
MCM
1621
Monarch Capital Management
Indiana
$612K
MW
1622
MBL Wealth
North Carolina
$611K
DWM
1623
DKM Wealth Management
California
$611K
NRC
1624
New Republic Capital
North Carolina
$609K
HIG
1625
Heritage Investment Group
Florida
$608K