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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
LC
2076
Lawood & Co
Pennsylvania
$328K
FGI
2077
Foresight Global Investors
New York
$328K
CWA
2078
CM Wealth Advisors
Ohio
$327K
LCS
2079
Levin Capital Strategies
New York
$326K
KFS
2080
Keynote Financial Services
Connecticut
$326K
LA
2081
Lifeworks Advisors
Michigan
$326K
JRPIM
2082
Journey Retirement Planning & Investment Management
Idaho
$325K
BHWM
2083
Bar Harbor Wealth Management
New Hampshire
$324K
SIM
2084
SSI Investment Management
California
$323K
BHC
2085
Bull Harbor Capital
Maryland
$323K
AFG
2086
Albion Financial Group
Utah
$323K
SHFG
2087
S Harris Financial Group
Texas
$322K
DIP
2088
DT Investment Partners
Pennsylvania
$322K
DWS
2089
Discipline Wealth Solutions
South Carolina
$322K
SPF
2090
South Plains Financial
Texas
$322K
JWM
2091
JGP Wealth Management
Oregon
$322K
ACP
2092
Argyle Capital Partners
California
$322K
ALA
2093
Atlas Legacy Advisors
California
$321K
NLP
2094
Next Level Private
New York
$321K
AMBIA
2095
Allen Mooney & Barnes Investment Advisors
Georgia
$321K
PMFA
2096
Plante Moran Financial Advisors
Michigan
$321K
PCA
2097
Peddock Capital Advisors
Massachusetts
$320K
SWA
2098
SFMG Wealth Advisors
Texas
$320K
OFA
2099
Orographic Financial Advisors
Colorado
$320K
JHP
2100
James Hambro & Partners
United Kingdom
$320K