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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
MCA
1951
Millennium Capital Advisors
Arkansas
$391K
RWP
1952
Revolve Wealth Partners
New Jersey
$390K
AIA
1953
AssuredPartners Investment Advisors
Florida
$390K
WF
1954
WoodTrust Financial
Wisconsin
$390K
FWA
1955
FSM Wealth Advisors
Ohio
$389K
SIC
1956
Samalin Investment Counsel
New York
$388K
SPG
1957
Strategic Planning Group
Utah
$387K
DSC
1958
Duncker Streett & Co
Missouri
$387K
MC
1959
Marest Capital
California
$386K
BGAI
1960
Bruce G. Allen Investments
Colorado
$385K
AWAU
1961
Alliance Wealth Advisors (Utah)
Utah
$385K
BCM
1962
Buckhead Capital Management
Georgia
$384K
SIAG
1963
Safeguard Investment Advisory Group
California
$384K
USWIA
1964
UP Strategic Wealth Investment Advisors
Pennsylvania
$384K
NG
1965
Novem Group
New York
$383K
GITFIT
1966
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$382K
CCG
1967
Cypress Capital Group
Florida
$382K
FFC
1968
Frederick Financial Consultants
Maryland
$381K
GIPW
1969
Granite Islands Private Wealth
Connecticut
$379K
NBWM
1970
North Berkeley Wealth Management
California
$378K
WETS
1971
Wealth Enhancement Trust Services
South Dakota
$378K
OAS
1972
Optivise Advisory Services
Tennessee
$377K
CPW
1973
Cogent Private Wealth
Florida
$377K
SAM
1974
Strategy Asset Managers
California
$376K
VHAM
1975
Van Hulzen Asset Management
California
$375K