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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
CP
1826
Canopy Partners
Ohio
$474K
AMIM
1827
Aull & Monroe Investment Management
Alabama
$473K
IP
1828
Intellectus Partners
California
$473K
ZIG
1829
Zullo Investment Group
Pennsylvania
$473K
SFG
1830
Seamount Financial Group
Colorado
$472K
CL
1831
CVFG LLC
Indiana
$472K
PRP
1832
Peak Retirement Planning
Ohio
$472K
QL
1833
Quarry LP
New York
$470K
NFP
1834
Narus Financial Partners
Utah
$470K
PTB
1835
Pioneer Trust Bank
Oregon
$470K
SC
1836
Searle & Co
Connecticut
$469K
DWM
1837
Denver Wealth Management
Colorado
$468K
MW
1838
Maia Wealth
Colorado
$467K
Members Trust
1839
Members Trust
Florida
$467K
SWM
1840
Silverlake Wealth Management
Vermont
$467K
AWA
1841
Alaska Wealth Advisors
Alaska
$467K
WPW
1842
Waldron Private Wealth
Pennsylvania
$466K
CWA
1843
Cornerstone Wealth Advisors
Minnesota
$466K
GIM
1844
Generali Investments Management
Slovenia
$466K
PPG
1845
Peak Planning Group
Colorado
$464K
FCA
1846
FLC Capital Advisors
California
$464K
EFA
1847
Evernest Financial Advisors
Indiana
$463K
VEM
1848
Vann Equity Management
Texas
$462K
LA
1849
Legacy Advisors
Pennsylvania
$462K
SFS
1850
Stiles Financial Services
Minnesota
$462K