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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
GSWM
2001
Golden State Wealth Management
California
$355K
AIM
2002
Avity Investment Management
Connecticut
$354K
SEP
2003
Southland Equity Partners
Missouri
$354K
LAM
2004
Lewis Asset Management
California
$353K
NCM
2005
Narwhal Capital Management
Georgia
$353K
WMA
2006
Wealth Management Associates
New Jersey
$352K
FAB
2007
First American Bank
Illinois
$352K
SIG
2008
Sargent Investment Group
Maryland
$352K
PWM
2009
Partners Wealth Management
California
$352K
BFA
2010
Beacon Financial Advisory
Ohio
$352K
SCG
2011
Sonata Capital Group
Washington
$351K
CCM
2012
Check Capital Management
California
$351K
MWP
2013
Madison Wealth Partners
Wisconsin
$351K
MHR
2014
Matthew Hamilton Rosenberg
$351K
CWM
2015
Concentrum Wealth Management
California
$350K
KLWA
2016
Kelly Lawrence W & Associates
California
$350K
AF
2017
Arrow Financial
New York
$350K
BDF
2018
Black Diamond Financial
Maryland
$350K
CWM
2019
Circle Wealth Management
New Jersey
$349K
KIA
2020
Koenig Investment Advisory
Oregon
$349K
LWM
2021
LeConte Wealth Management
Tennessee
$348K
EFG
2022
Embree Financial Group
Illinois
$348K
BFA
2023
Bill Few Associates
Pennsylvania
$347K
SWM
2024
Stronghold Wealth Management
Florida
$347K
LWA
2025
Legacy Wealth Advisors
Florida
$346K