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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
LWL
1801
Leo Wealth LLC
Texas
$489K
BWP
1802
Baldwin Wealth Partners
Massachusetts
$486K
DWP
1803
Destiny Wealth Partners
Florida
$485K
SWM
1804
Steinberganna Wealth Management
New York
$485K
KW
1805
KWB Wealth
California
$485K
WSA
1806
Wealth Science Advisors
Georgia
$483K
IRP
1807
Investment Research Partners
Pennsylvania
$482K
WPWM
1808
Western Pacific Wealth Management
Illinois
$482K
WF
1809
Wayfinding Financial
Washington
$481K
PA
1810
Procyon Advisors
Connecticut
$481K
WIM
1811
Warwick Investment Management
Texas
$480K
GCA
1812
Gradient Capital Advisors
California
$480K
ACM
1813
Alethea Capital Management
Washington
$480K
FNBOH
1814
First National Bank of Hutchinson
Kansas
$480K
TI
1815
tru Independence
Oregon
$480K
SMWM
1816
Silvia McColl Wealth Management
California
$480K
RWA
1817
Redhawk Wealth Advisors
Minnesota
$479K
RYIA
1818
Roehl & Yi Investment Advisors
Oregon
$479K
CLOS
1819
Compagnie Lombard Odier SCmA
Switzerland
$478K
AIM
1820
Acropolis Investment Management
Missouri
$476K
RFP
1821
Root Financial Partners
California
$476K
VCP
1822
Verus Capital Partners
Arizona
$475K
LHP
1823
Lexington Hill Partners
Texas
$474K
CP
1824
Canopy Partners
Ohio
$474K
AMIM
1825
Aull & Monroe Investment Management
Alabama
$473K