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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
IP
1826
Intellectus Partners
California
$473K
ZIG
1827
Zullo Investment Group
Pennsylvania
$473K
SFG
1828
Seamount Financial Group
Colorado
$472K
CL
1829
CVFG LLC
Indiana
$472K
PRP
1830
Peak Retirement Planning
Ohio
$472K
QL
1831
Quarry LP
New York
$470K
NFP
1832
Narus Financial Partners
Utah
$470K
PTB
1833
Pioneer Trust Bank
Oregon
$470K
SC
1834
Searle & Co
Connecticut
$469K
DWM
1835
Denver Wealth Management
Colorado
$468K
MW
1836
Maia Wealth
Colorado
$467K
Members Trust
1837
Members Trust
Florida
$467K
SWM
1838
Silverlake Wealth Management
Vermont
$467K
AWA
1839
Alaska Wealth Advisors
Alaska
$467K
WPW
1840
Waldron Private Wealth
Pennsylvania
$466K
CWA
1841
Cornerstone Wealth Advisors
Minnesota
$466K
GIM
1842
Generali Investments Management
Slovenia
$466K
PPG
1843
Peak Planning Group
Colorado
$464K
FCA
1844
FLC Capital Advisors
California
$464K
EFA
1845
Evernest Financial Advisors
Indiana
$463K
VEM
1846
Vann Equity Management
Texas
$462K
LA
1847
Legacy Advisors
Pennsylvania
$462K
SFS
1848
Stiles Financial Services
Minnesota
$462K
SFA
1849
Souders Financial Advisors
Ohio
$460K
MFC
1850
Morris Financial Concepts
South Carolina
$460K