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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
RPGK
2201
Retirement Planning Group (Kansas)
Kansas
$281K
B
2202
BetterWealth
California
$281K
BWP
2203
BSW Wealth Partners
Colorado
$280K
CAL
2204
Capital Advisors Ltd
Ohio
$280K
PAG
2205
Powers Advisory Group
Illinois
$280K
Cohen & Steers
2206
Cohen & Steers
New York
$279K
FOA
2207
Five Oceans Advisors
California
$279K
CIS
2208
Custom Index Systems
New York
$279K
TFA
2209
Tobias Financial Advisors
Florida
$279K
DOA
2210
D'Orazio & Associates
Virginia
$278K
FFA
2211
Fi3 Financial Advisors
Indiana
$278K
HI
2212
HBK Investments
Texas
$278K
MWM
2213
McMill Wealth Management
Nebraska
$278K
CWA
2214
Centennial Wealth Advisory
Michigan
$277K
NG
2215
Northstar Group
New York
$277K
BFA
2216
Beaumont Financial Advisors
Massachusetts
$277K
W
2217
Wealthquest
Ohio
$277K
SFC
2218
Sprinkle Financial Consultants
Colorado
$276K
GA
2219
Goldstein Advisors
Wisconsin
$276K
SIC
2220
SFE Investment Counsel
California
$276K
VDI
2221
Vaughan David Investments
Illinois
$276K
NWA
2222
New World Advisors
Massachusetts
$275K
VWA
2223
Vistica Wealth Advisors
California
$275K
CB
2224
Chris Bulman
California
$275K
VFP
2225
Verus Financial Partners
Virginia
$274K