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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
SAM
1976
Strategy Asset Managers
California
$376K
VHAM
1977
Van Hulzen Asset Management
California
$375K
AW
1978
Avion Wealth
Texas
$371K
DG
1979
Diesslin Group
Texas
$369K
SP
1980
Successful Portfolios
Florida
$367K
PC
1981
Prairiewood Capital
North Dakota
$366K
CGH
1982
CMG Global Holdings
Texas
$364K
TWA
1983
Talisman Wealth Advisors
New Jersey
$363K
PSC
1984
Prentiss Smith & Co
Vermont
$363K
WAAG
1985
Wealth Alliance Advisory Group
Kansas
$363K
SI
1986
Seeds Investor
New York
$362K
EAN
1987
Excelsior Advisor Network
Colorado
$362K
MHC
1988
May Hill Capital
Massachusetts
$362K
CSC
1989
Caldwell Sutter Capital
California
$362K
IWAO
1990
Independence Wealth Advisors (Ohio)
Ohio
$362K
ORC
1991
O'Rourke & Company
Massachusetts
$361K
MAMU
1992
Myriad Asset Management US
Florida
$361K
S
1993
Sunpointe
Missouri
$360K
PWG
1994
Private Wealth Group
Florida
$359K
PFA
1995
Professional Financial Advisors
Nebraska
$359K
BWP
1996
Bernardo Wealth Planning
Pennsylvania
$359K
EP
1997
Edgestream Partners
New Jersey
$357K
LIP
1998
Lynch Investment Planning
Pennsylvania
$356K
FHC
1999
First Heartland Consultants
Missouri
$355K
GKIM
2000
GW&K Investment Management
Massachusetts
$355K