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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
RWM
2176
RKL Wealth Management
Pennsylvania
$294K
FSA
2177
Financial Security Advisor
Virginia
$293K
BMO
2178
Beck Mack & Oliver
New York
$293K
PS
2179
Planned Solutions
California
$293K
PPWM
2180
Paragon Private Wealth Management
Kentucky
$292K
COFSG
2181
Carbahal Olsen Financial Services Group
California
$291K
LWA
2182
Lifelong Wealth Advisors
Minnesota
$290K
ADL
2183
Asset Dedication LLC
California
$290K
CCFM
2184
Clear Creek Financial Management
Washington
$289K
MWA
2185
Motive Wealth Advisors
Michigan
$289K
NWM
2186
Nolet Wealth Management
Texas
$289K
CCAM
2187
Cascades Capital Asset Management
North Carolina
$289K
FCG
2188
Financial Connections Group
California
$288K
SCA
2189
Sandy Cove Advisors
Massachusetts
$288K
HA
2190
HC Advisors
Georgia
$288K
VV
2191
Verity & Verity
South Carolina
$287K
TTWM
2192
TCV Trust & Wealth Management
Virginia
$287K
ACM
2193
Ayrshire Capital Management
Connecticut
$287K
EFG
2194
Ethos Financial Group
Pennsylvania
$286K
NWA
2195
Navis Wealth Advisors
New York
$285K
CTWM
2196
Cherry Tree Wealth Management
Minnesota
$285K
JFG
2197
Jefferies Financial Group
New York
$285K
EWA
2198
Emergent Wealth Advisors
New York
$284K
SFGP
2199
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$283K
CA
2200
Crewe Advisors
Utah
$283K