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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
TC
2026
Trilogy Capital
California
$346K
ICP
2027
Impact Capital Partners
Colorado
$346K
KWA
2028
Kondo Wealth Advisors
California
$346K
CI
2029
CacheTech Inc
Utah
$345K
LG
2030
Leuthold Group
Minnesota
$345K
EA
2031
Evolution Advisers
Virginia
$345K
LWCFA
2032
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K
GJWM
2033
Gilliland Jeter Wealth Management
Arkansas
$344K
CFG
2034
Copley Financial Group
California
$343K
OCM
2035
Osterweis Capital Management
California
$343K
BI
2036
Ballast Inc
Kentucky
$343K
CCIA
2037
Cherry Creek Investment Advisors
Colorado
$342K
KWM
2038
KFG Wealth Management
Indiana
$342K
AWM
2039
Ameliora Wealth Management
Switzerland
$342K
WRPWM
2040
Werba Rubin Papier Wealth Management
California
$342K
OWCM
2041
One Wealth Capital Management
Arizona
$342K
EIG
2042
Ellenbecker Investment Group
Wisconsin
$341K
ACP
2043
Aviance Capital Partners
Florida
$341K
1C
2044
111 Capital
France
$340K
DWAM
2045
Duncan Williams Asset Management
Tennessee
$340K
CFS
2046
Compass Financial Services
Iowa
$340K
THL
2047
Tillman Hartley LLC
Colorado
$340K
MAG
2048
Mokosak Advisory Group
Iowa
$339K
CWM
2049
Chesapeake Wealth Management
Virginia
$339K
TW
2050
Towerpoint Wealth
California
$338K