We are live on ! Find out more
WFC icon

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
PH
2151
Pinnacle Holdings
Oklahoma
$300K
GSF
2152
Grove Street Fiduciary
New Hampshire
$300K
CWM
2153
CarsonAllaria Wealth Management
Illinois
$300K
NWWA
2154
New Wave Wealth Advisors
Arkansas
$299K
HBW
2155
Hazlett, Burt & Watson
West Virginia
$299K
SGWM
2156
Sterling Group Wealth Management
California
$299K
WDG
2157
Wealth Dimensions Group
Ohio
$298K
CTA
2158
Colonial Trust Advisors
South Carolina
$298K
FSCM
2159
Front Street Capital Management
Montana
$298K
XSC
2160
X-Square Capital
Puerto Rico
$298K
BPAMU
2161
BTG Pactual Asset Management US
New York
$297K
TAM
2162
TCP Asset Management
Ohio
$297K
CWMS
2163
Cannon Wealth Management Services
North Carolina
$297K
CBT
2164
CoreFirst Bank & Trust
Kansas
$296K
AWC
2165
Adamsbrown Wealth Consultants
Kansas
$296K
MWA
2166
Madson Wealth Advisors
California
$296K
OWA
2167
Outlook Wealth Advisors
Texas
$295K
NS
2168
Northland Securities
Minnesota
$295K
HA
2169
HFG Advisors
Ohio
$294K
DP
2170
Denver PWM
Colorado
$294K
RWC
2171
Rare Wolf Capital
Washington
$294K
M
2172
MATAURO
New York
$294K
SCP
2173
Sivia Capital Partners
California
$294K
RWM
2174
RKL Wealth Management
Pennsylvania
$294K
FSA
2175
Financial Security Advisor
Virginia
$293K