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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
AW
1976
Avion Wealth
Texas
$371K
DG
1977
Diesslin Group
Texas
$369K
SP
1978
Successful Portfolios
Florida
$367K
PC
1979
Prairiewood Capital
North Dakota
$366K
CGH
1980
CMG Global Holdings
Texas
$364K
TWA
1981
Talisman Wealth Advisors
New Jersey
$363K
PSC
1982
Prentiss Smith & Co
Vermont
$363K
WAAG
1983
Wealth Alliance Advisory Group
Kansas
$363K
SI
1984
Seeds Investor
New York
$362K
EAN
1985
Excelsior Advisor Network
Colorado
$362K
MHC
1986
May Hill Capital
Massachusetts
$362K
CSC
1987
Caldwell Sutter Capital
California
$362K
IWAO
1988
Independence Wealth Advisors (Ohio)
Ohio
$362K
ORC
1989
O'Rourke & Company
Massachusetts
$361K
MAMU
1990
Myriad Asset Management US
Florida
$361K
S
1991
Sunpointe
Missouri
$360K
WF
1992
WealthPoint Financial
North Carolina
$360K
PWG
1993
Private Wealth Group
Florida
$359K
PFA
1994
Professional Financial Advisors
Nebraska
$359K
BWP
1995
Bernardo Wealth Planning
Pennsylvania
$359K
EP
1996
Edgestream Partners
New Jersey
$357K
LIP
1997
Lynch Investment Planning
Pennsylvania
$356K
FHC
1998
First Heartland Consultants
Missouri
$355K
GKIM
1999
GW&K Investment Management
Massachusetts
$355K
JWWM
2000
Johnson & White Wealth Management
Pennsylvania
$355K