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