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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
EW
1601
Elyxium Wealth
California
$635K
WTFG
1602
Wood Tarver Financial Group
Idaho
$634K
PAW
1603
Plan A Wealth
Nebraska
$631K
KCAM
1604
Kagan Cocozza Asset Management
New Jersey
$630K
CA
1605
Claro Advisors
Massachusetts
$629K
FFP
1606
FourThought Financial Partners
Florida
$629K
AAS
1607
Annex Advisory Services
Wisconsin
$628K
FWI
1608
Facet Wealth Inc
Maryland
$624K
BOSSRA
1609
B.O.S.S. Retirement Advisors
Utah
$623K
LJAC
1610
L.J. Altfest & Co
New York
$623K
EWA
1611
Elevate Wealth Advisory
Georgia
$622K
FWTB
1612
First Western Trust Bank
Colorado
$621K
ZI
1613
ZEGA Investments
Florida
$618K
FPF
1614
First Pacific Financial
Washington
$617K
ET
1615
Equitable Trust
Tennessee
$616K
MAG
1616
MRA Advisory Group
New Jersey
$616K
MA
1617
MONECO Advisors
Connecticut
$614K
GCM
1618
Glaxis Capital Management
Florida
$613K
SAM
1619
Summit Asset Management
Tennessee
$613K
IFWM
1620
Institute for Wealth Management
Colorado
$612K
RCM
1621
Radnor Capital Management
Pennsylvania
$612K
MCM
1622
Monarch Capital Management
Indiana
$612K
MW
1623
MBL Wealth
North Carolina
$611K
DWM
1624
DKM Wealth Management
California
$611K
NRC
1625
New Republic Capital
North Carolina
$609K