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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
GKWIM
1901
Gerber Kawasaki Wealth & Investment Management
California
$419K
RIM
1902
RW Investment Management
Idaho
$419K
KA
1903
Kearns & Associates
California
$418K
SP
1904
Stonebrook Private
Michigan
$417K
FFG
1905
Fortem Financial Group
California
$417K
HNWAG
1906
High Net Worth Advisory Group
Florida
$417K
UWM
1907
Urban Wealth Management
California
$416K
MWM
1908
Maripau Wealth Management
Indiana
$415K
MSA
1909
Marino Stram & Associates
Massachusetts
$415K
MPCG
1910
Matrix Private Capital Group
New York
$415K
Fiera Capital (Canada)
1911
Fiera Capital (Canada)
Quebec, Canada
$414K
BFA
1912
Brown Financial Advisors
Ohio
$413K
AI
1913
AdvisorShares Investments
Maryland
$412K
ACGA
1914
Atlanta Consulting Group Advisors
Georgia
$412K
AIA
1915
Alternative Investment Advisors
Florida
$412K
LWM
1916
Lakeridge Wealth Management
Ohio
$411K
SMC
1917
Smith, Moore & Co
Missouri
$411K
OIS
1918
OneAscent Investment Solutions
Alabama
$411K
DDC
1919
DF Dent & Co
Maryland
$410K
IIA
1920
Integral Investment Advisors
California
$410K
KF
1921
Kelsey Financial
California
$410K
WH
1922
Willner & Heller
California
$409K
BBPWM
1923
Blue Bell Private Wealth Management
Pennsylvania
$407K
TF
1924
Trek Financial
Arizona
$406K
FIA
1925
FNY Investment Advisers
New York
$406K