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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
BHIA
1926
Birch Hill Investment Advisors
Massachusetts
$404K
RP
1927
Raelipskie Partnership
Ontario, Canada
$404K
AA
1928
Ahara Advisors
New Jersey
$404K
UF
1929
Univest Financial
Pennsylvania
$403K
NFC
1930
Northstar Financial Companies
Pennsylvania
$403K
GSIAS
1931
Garden State Investment Advisory Services
New Jersey
$402K
RL
1932
Ruffer LLP
United Kingdom
$399K
FCMC
1933
Founders Capital Management (Connecticut)
Connecticut
$398K
SRC
1934
Shufro Rose & Co
New York
$398K
MJP
1935
Michael J. Puzo
$398K
NC
1936
North Capital
Utah
$397K
CAL
1937
Capital Analysts LLC
Pennsylvania
$395K
IP
1938
Ignite Planners
California
$395K
BFF
1939
Byrne Financial Freedom
Massachusetts
$393K
AFA
1940
AA Financial Advisors
Ohio
$393K
KNW
1941
Kesler Norman & Wride
Utah
$393K
JWM
1942
Jacksonville Wealth Management
Florida
$392K
MAM
1943
MMA Asset Management
Pennsylvania
$392K
CD
1944
Chapin Davis
Maryland
$392K
SGCA
1945
Steel Grove Capital Advisors
Tennessee
$392K
WAM
1946
Walker Asset Management
Missouri
$392K
BFP
1947
Brewster Financial Planning
New York
$391K
TAP
1948
TSG Advice Partners
Ohio
$391K
FFC
1949
First Financial Corp
Indiana
$391K
KFC
1950
Klingenstein Fields & Co
New York
$391K