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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
BWAM
1876
Boyd Watterson Asset Management
Ohio
$438K
NPA
1877
Nichols & Pratt Advisers
Massachusetts
$438K
RWPA
1878
Richard W. Paul & Associates
Michigan
$437K
TPM
1879
Triasima Portfolio Management
Quebec, Canada
$436K
BMWS
1880
Brady Martz Wealth Solutions
North Dakota
$435K
HCMG
1881
Howard Capital Management Group
California
$434K
HGWM
1882
Horst & Graben Wealth Management
Oregon
$433K
QFA
1883
Quantum Financial Advisors
California
$432K
FIM
1884
Fruth Investment Management
Texas
$431K
ACM
1885
Arcataur Capital Management
Wisconsin
$430K
AMPWP
1886
Alvarez & Marsal Private Wealth Partners
Florida
$430K
DA
1887
Detalus Advisors
Missouri
$430K
BFS
1888
BridgePort Financial Solutions
Iowa
$428K
RWA
1889
Roberts Wealth Advisors
California
$428K
HFP
1890
Holistic Financial Partners
Indiana
$428K
EMAM
1891
Encompass More Asset Management
California
$427K
FISPB
1892
Fideuram - Intesa Sanpaolo Private Banking
$427K
PFW
1893
Petros Family Wealth
Minnesota
$426K
SHGA
1894
Sand Hill Global Advisors
California
$426K
FM
1895
Foster & Motley
Ohio
$425K
SWRP
1896
Summit Wealth & Retirement Planning
California
$425K
IB
1897
Intrust Bank
Kansas
$423K
CTI
1898
Community Trust & Investment
Kentucky
$423K
BAM
1899
Byrne Asset Management
New Jersey
$422K
AFG
1900
Allegheny Financial Group
Pennsylvania
$422K