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