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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
BMO
2176
Beck Mack & Oliver
New York
$293K
PS
2177
Planned Solutions
California
$293K
PPWM
2178
Paragon Private Wealth Management
Kentucky
$292K
COFSG
2179
Carbahal Olsen Financial Services Group
California
$291K
LWA
2180
Lifelong Wealth Advisors
Minnesota
$290K
ADL
2181
Asset Dedication LLC
California
$290K
CCFM
2182
Clear Creek Financial Management
Washington
$289K
MWA
2183
Motive Wealth Advisors
Michigan
$289K
NWM
2184
Nolet Wealth Management
Texas
$289K
CCAM
2185
Cascades Capital Asset Management
North Carolina
$289K
FCG
2186
Financial Connections Group
California
$288K
SCA
2187
Sandy Cove Advisors
Massachusetts
$288K
HA
2188
HC Advisors
Georgia
$288K
VV
2189
Verity & Verity
South Carolina
$287K
TTWM
2190
TCV Trust & Wealth Management
Virginia
$287K
ACM
2191
Ayrshire Capital Management
Connecticut
$287K
EFG
2192
Ethos Financial Group
Pennsylvania
$286K
NWA
2193
Navis Wealth Advisors
New York
$285K
CTWM
2194
Cherry Tree Wealth Management
Minnesota
$285K
JFG
2195
Jefferies Financial Group
New York
$285K
EWA
2196
Emergent Wealth Advisors
New York
$284K
SFGP
2197
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$283K
CA
2198
Crewe Advisors
Utah
$283K
WI
2199
Wedgewood Investors
Pennsylvania
$282K
BFO
2200
Boston Family Office
Massachusetts
$282K