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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
SFA
1851
Souders Financial Advisors
Ohio
$460K
MFC
1852
Morris Financial Concepts
South Carolina
$460K
PAMG
1853
Patton Albertson Miller Group
Tennessee
$459K
LRIA
1854
Leonard Rickey Investment Advisors
Washington
$459K
RPWA
1855
Regent Peak Wealth Advisors
Georgia
$459K
CAM
1856
Campion Asset Management
Virginia
$458K
FCFC
1857
First Citizens Financial Corp
Iowa
$457K
RFA
1858
Register Financial Advisors
Georgia
$457K
GCM
1859
G2 Capital Management
Ohio
$457K
BIA
1860
BHK Investment Advisors
Alabama
$455K
4WM
1861
49 Wealth Management
Texas
$454K
CT
1862
Colonial Trust
South Carolina
$451K
CFP
1863
Cascade Financial Partners
California
$451K
HWAM
1864
Hennion & Walsh Asset Management
New Jersey
$451K
XPN
1865
XY Planning Network
Montana
$450K
BFIC
1866
Bedell Frazier Investment Counselling
California
$449K
BI
1867
Bradyco Inc
Massachusetts
$448K
HKIM
1868
Hayek Kallen Investment Management
Alabama
$448K
TIM
1869
Thompson Investment Management
Wisconsin
$447K
GPW
1870
Genesis Private Wealth
Virginia
$445K
KLCM
1871
KG&L Capital Management
Louisiana
$443K
TW
1872
Traveka Wealth
California
$442K
TVM
1873
True Vision MN
Minnesota
$441K
RIA
1874
Regal Investment Advisors
Michigan
$441K
PWP
1875
Pursue Wealth Partners
California
$440K