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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
SOAG
1751
Silver Oak Advisory Group
Oregon
$524K
SWGC
1752
Summit Wealth Group (Colorado)
Colorado
$523K
FCAS
1753
First Command Advisory Services
Texas
$523K
GFA
1754
Gallagher Fiduciary Advisors
Illinois
$523K
WA
1755
WealthTrust Axiom
Pennsylvania
$521K
HBT
1756
Heartland Bank & Trust
Illinois
$519K
BWG
1757
Beta Wealth Group
California
$518K
SC
1758
Summa Corp
Texas
$517K
RRA
1759
Red Reef Advisors
Florida
$516K
TAM
1760
Titleist Asset Management
Texas
$516K
HFS
1761
Howard Financial Services
Texas
$515K
CFG
1762
Cooper Financial Group
California
$514K
SL
1763
Salomon & Ludwin
Virginia
$514K
LB
1764
Legacy Bridge
Iowa
$511K
SCM
1765
Sterneck Capital Management
Missouri
$511K
SFC
1766
SYM Financial Corp
Indiana
$510K
JWA
1767
JFS Wealth Advisors
Pennsylvania
$510K
PCG
1768
PFC Capital Group
California
$510K
HWA
1769
HHM Wealth Advisors
Tennessee
$510K
HFM
1770
Hartford Financial Management
Connecticut
$510K
NGA
1771
Naples Global Advisors
Florida
$509K
SWA
1772
Sax Wealth Advisors
New Jersey
$508K
MAG
1773
M3 Advisory Group
Massachusetts
$508K
RIP
1774
RAM Investment Partners
Washington
$508K
WPA
1775
Wealth Preservation Advisors
Tennessee
$508K