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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
WAM
2126
Weinberger Asset Management
California
$312K
MIP
2127
Marietta Investment Partners
Wisconsin
$310K
MFS
2128
Madrona Financial Services
Washington
$310K
MCWA
2129
Meadow Creek Wealth Advisors
Georgia
$310K
VC
2130
Vicus Capital
Pennsylvania
$310K
IIM
2131
Ipswich Investment Management
Massachusetts
$309K
IAG
2132
Investment Advisory Group
Massachusetts
$309K
FNWA
2133
Financial Network Wealth Advisors
Utah
$308K
BOPW
2134
Brandywine Oak Private Wealth
Pennsylvania
$307K
DWM
2135
DecisionMap Wealth Management
Virginia
$307K
PAM
2136
Peninsula Asset Management
Florida
$307K
SB
2137
SIG Brokerage
New York
$307K
DCM
2138
Donaldson Capital Management
Indiana
$306K
AT
2139
Adelphi Trust
Florida
$306K
AIA
2140
Accelerate Investment Advisors
California
$306K
AI
2141
Arvest Investments
Arkansas
$305K
HWM
2142
HRC Wealth Management
Idaho
$305K
CCA
2143
Cottonwood Capital Advisors
Utah
$305K
PBF
2144
Petix & Botte Financial
California
$305K
UWM
2145
United Wealth Management
Virginia
$304K
CAWM
2146
Capital Advisors Wealth Management
Washington
$303K
KFP
2147
Kerr Financial Planning
California
$303K
WC
2148
Westhampton Capital
North Carolina
$303K
MA
2149
MJP Associates
Connecticut
$302K
LFA
2150
Laraway Financial Advisors
Minnesota
$301K