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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
WPA
1776
Wealth Preservation Advisors
Tennessee
$508K
TIA
1777
Traphagen Investment Advisors
New Jersey
$506K
AG
1778
Algert Global
California
$506K
KCFA
1779
Key Client Fiduciary Advisors
New Jersey
$505K
MA
1780
Mezzasalma Advisors
New Jersey
$505K
FI
1781
Fosun International
China
$503K
PWP
1782
Ponta Wealth Partners
Florida
$502K
FRA
1783
Front Row Advisors
California
$501K
SB
1784
Simmons Bank
Arkansas
$501K
NHT
1785
New Hampshire Trust
New Hampshire
$500K
ISB
1786
Iowa State Bank
Iowa
$500K
EL
1787
EWA LLC
Pennsylvania
$499K
AB
1788
Atlas Brown
Kentucky
$498K
AA
1789
Alpha Advisors
Virginia
$496K
FFG
1790
Fortress Financial Group
Minnesota
$496K
AF
1791
ASL Financial
California
$496K
GPWM
1792
Grant Private Wealth Management
California
$494K
JCM
1793
Jacobsen Capital Management
Utah
$493K
WCM
1794
Wedge Capital Management
North Carolina
$493K
VSQM
1795
V-Square Quantitative Management
Illinois
$493K
BW
1796
Basepoint Wealth
Iowa
$492K
NL
1797
NWAM LLC
Washington
$491K
ITIM
1798
Indiana Trust & Investment Management
Indiana
$491K
FNBTCON
1799
First National Bank & Trust Co of Newtown
Pennsylvania
$490K
CPA
1800
Cardiff Park Advisors
California
$490K