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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
TIA
1776
Traphagen Investment Advisors
New Jersey
$506K
AG
1777
Algert Global
California
$506K
KCFA
1778
Key Client Fiduciary Advisors
New Jersey
$505K
MA
1779
Mezzasalma Advisors
New Jersey
$505K
FI
1780
Fosun International
China
$503K
PWP
1781
Ponta Wealth Partners
Florida
$502K
FRA
1782
Front Row Advisors
California
$501K
SB
1783
Simmons Bank
Arkansas
$501K
NHT
1784
New Hampshire Trust
New Hampshire
$500K
ISB
1785
Iowa State Bank
Iowa
$500K
EL
1786
EWA LLC
Pennsylvania
$499K
AB
1787
Atlas Brown
Kentucky
$498K
AA
1788
Alpha Advisors
Virginia
$496K
FFG
1789
Fortress Financial Group
Minnesota
$496K
AF
1790
ASL Financial
California
$496K
GPWM
1791
Grant Private Wealth Management
California
$494K
JCM
1792
Jacobsen Capital Management
Utah
$493K
WCM
1793
Wedge Capital Management
North Carolina
$493K
VSQM
1794
V-Square Quantitative Management
Illinois
$493K
BW
1795
Basepoint Wealth
Iowa
$492K
NL
1796
NWAM LLC
Washington
$491K
ITIM
1797
Indiana Trust & Investment Management
Indiana
$491K
FNBTCON
1798
First National Bank & Trust Co of Newtown
Pennsylvania
$490K
CPA
1799
Cardiff Park Advisors
California
$490K
SL
1800
Sentinus LLC
Illinois
$489K