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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
LC
1676
Lincoln Capital
Nebraska
$573K
SW
1677
SlateStone Wealth
Florida
$571K
CCWM
1678
Cassaday & Co Wealth Management
Virginia
$570K
SCA
1679
Sippican Capital Advisors
Massachusetts
$570K
LA
1680
Lynch & Associates
Indiana
$570K
VWA
1681
VSM Wealth Advisory
Maryland
$570K
DIM
1682
Delta Investment Management
California
$569K
APG
1683
Abacus Planning Group
South Carolina
$568K
CF
1684
Convergence Financial
Missouri
$568K
BFP
1685
Birchwood Financial Partners
Minnesota
$567K
MCM
1686
Maltese Capital Management
New York
$567K
DLA
1687
Douglas Lane & Associates
New York
$567K
CA
1688
CoreCap Advisors
Michigan
$567K
CL
1689
COWA LLC
Oklahoma
$565K
CA
1690
Cache Advisors
California
$565K
RDWM
1691
Red Door Wealth Management
Tennessee
$565K
SWP
1692
Summit Wealth Partners
Florida
$565K
SIG
1693
Sky Investment Group
Connecticut
$564K
CIM
1694
Cambria Investment Management
California
$563K
AA
1695
Auxano Advisors
Washington
$563K
SFG
1696
SNS Financial Group
Minnesota
$562K
MBTD
1697
Mechanics Bank - Trust Department
California
$561K
5NPW
1698
55 North Private Wealth
Florida
$560K
OAM
1699
Occidental Asset Management
California
$560K
CA
1700
Cambridge Advisors
Nebraska
$559K