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