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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
CWM
1651
Connecticut Wealth Management
Connecticut
$589K
TA
1652
Tactive Advisors
Florida
$586K
PMWMG
1653
Parr McKnight Wealth Management Group
Minnesota
$586K
CWA
1654
Crusonia Wealth Advisors
Colorado
$586K
TCM
1655
Tradewinds Capital Management
Washington
$586K
EGA
1656
E&G Advisors
Texas
$586K
VP
1657
Verum Partners
North Carolina
$585K
PCI
1658
Pacifica Capital Investments
Texas
$584K
LA
1659
Lakeside Advisors
Washington
$583K
EI
1660
EFG International
$583K
LRPA
1661
L. Roy Papp & Associates
Arizona
$582K
AIIMS
1662
Analyst IMS Investment Management Services
Israel
$581K
OWM
1663
OneAscent Wealth Management
Alabama
$581K
MFG
1664
Magnus Financial Group
New York
$580K
RWM
1665
Riverbend Wealth Management
South Carolina
$580K
TCM
1666
Tributary Capital Management
Nebraska
$580K
HR
1667
Howe & Rusling
New York
$578K
ANB
1668
Amarillo National Bank
Texas
$576K
IIC
1669
Ironwood Investment Counsel
Arizona
$576K
EGM
1670
Engineers Gate Manager
New York
$576K
MCM
1671
Mengis Capital Management
Oregon
$575K
AFT
1672
Alpha Family Trust
California
$575K
LCWP
1673
Legacy Capital Wealth Partners
Arkansas
$574K
OAM
1674
Oxford Asset Management
United Kingdom
$573K
LC
1675
Lincoln Capital
Nebraska
$573K