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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
HIG
1626
Heritage Investment Group
Florida
$608K
GAA
1627
Global Assets Advisory
Florida
$608K
MFG
1628
Mosaic Financial Group
Illinois
$606K
TH
1629
TCTC Holdings
Texas
$606K
CCG
1630
Coastwise Capital Group
California
$606K
MW
1631
Marble Wealth
Alabama
$604K
TFIPS
1632
Towarzystwo Funduszy Inwestycyjnych PZU SA
$603K
SWM
1633
SilverOak Wealth Management
Minnesota
$603K
CAI
1634
Capital Advisors Inc
Oklahoma
$602K
DT
1635
DV Trading
Illinois
$601K
WCM
1636
Winthrop Capital Management
Indiana
$600K
BLC
1637
Brown, Lisle/Cummings
Rhode Island
$600K
DCM
1638
Dorato Capital Management
Colorado
$600K
HR
1639
Hardy Reed
Mississippi
$599K
WCG
1640
Weaver Consulting Group
California
$598K
CFO
1641
CVA Family Office
Colorado
$597K
AF
1642
Atala Financial
California
$595K
CSPIA
1643
Cary Street Partners Investment Advisory
Virginia
$595K
OFG
1644
Oxford Financial Group
Indiana
$594K
GRQ
1645
Gardner Russo & Quinn
Pennsylvania
$593K
CPCM
1646
Cardinal Point Capital Management
Ontario, Canada
$593K
DS
1647
DRW Securities
Illinois
$592K
KFGK
1648
Keystone Financial Group (Kentucky)
Kentucky
$592K
BWP
1649
BlueStem Wealth Partners
Minnesota
$591K
BOC
1650
Bull Oak Capital
California
$590K