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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
DCA
2226
DB&C Advisors
Michigan
$274K
FHA
2227
Flagship Harbor Advisors
Massachusetts
$274K
EWS
2228
Eagle Wealth Strategies
New Jersey
$273K
API
2229
Asset Planning Inc
California
$273K
RA
2230
Rise Advisors
New York
$273K
SF
2231
Symphony Financial
Texas
$273K
JGIA
2232
Jackson Grant Investment Advisers
Connecticut
$272K
PB
2233
Prosperity Bancshares
Texas
$272K
MWM
2234
MinichMacGregor Wealth Management
New York
$272K
WS
2235
Wilian Securities
Minnesota
$271K
ABLA
2236
Alan B. Lancz & Associates
Ohio
$271K
OC
2237
Oakworth Capital
Alabama
$270K
BWS
2238
BCR Wealth Strategies
Alabama
$270K
CWA
2239
Consilio Wealth Advisors
Washington
$270K
LWM
2240
Lionshead Wealth Management
New York
$270K
ACA
2241
Affinity Capital Advisors
California
$269K
SW
2242
Solidarity Wealth
Utah
$269K
OFW
2243
Omnia Family Wealth
Florida
$268K
SCA
2244
Scott Capital Advisors
Oregon
$267K
ETS
2245
ESL Trust Services
New York
$267K
IFA
2246
Index Fund Advisors
California
$267K
VC
2247
Veery Capital
Delaware
$266K
CPC
2248
Consolidated Planning Corp
Georgia
$266K
FPL
2249
Fortress Private Ledger
North Carolina
$265K
BW
2250
BXM Wealth
Colorado
$265K