We are live on ! Find out more
WFC icon

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
WI
2201
Wedgewood Investors
Pennsylvania
$282K
BFO
2202
Boston Family Office
Massachusetts
$282K
RPGK
2203
Retirement Planning Group (Kansas)
Kansas
$281K
B
2204
BetterWealth
California
$281K
BWP
2205
BSW Wealth Partners
Colorado
$280K
CAL
2206
Capital Advisors Ltd
Ohio
$280K
PAG
2207
Powers Advisory Group
Illinois
$280K
Cohen & Steers
2208
Cohen & Steers
New York
$279K
FOA
2209
Five Oceans Advisors
California
$279K
CIS
2210
Custom Index Systems
New York
$279K
TFA
2211
Tobias Financial Advisors
Florida
$279K
DOA
2212
D'Orazio & Associates
Virginia
$278K
FFA
2213
Fi3 Financial Advisors
Indiana
$278K
HI
2214
HBK Investments
Texas
$278K
MWM
2215
McMill Wealth Management
Nebraska
$278K
CWA
2216
Centennial Wealth Advisory
Michigan
$277K
NG
2217
Northstar Group
New York
$277K
BFA
2218
Beaumont Financial Advisors
Massachusetts
$277K
W
2219
Wealthquest
Ohio
$277K
SFC
2220
Sprinkle Financial Consultants
Colorado
$276K
GA
2221
Goldstein Advisors
Wisconsin
$276K
SIC
2222
SFE Investment Counsel
California
$276K
VDI
2223
Vaughan David Investments
Illinois
$276K
NWA
2224
New World Advisors
Massachusetts
$275K
VWA
2225
Vistica Wealth Advisors
California
$275K