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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
CWP
2251
Core Wealth Partners
California
$264K
QFW
2252
QTR Family Wealth
Florida
$264K
UWPG
2253
Ullmann Wealth Partners Group
Florida
$264K
CIAS
2254
CFS Investment Advisory Services
New Jersey
$263K
CPCP
2255
Cedar Point Capital Partners
Iowa
$263K
IWP
2256
Invenio Wealth Partners
Florida
$263K
LCA
2257
Legend Capital Advisors
New York
$263K
KCP
2258
Kera Capital Partners
California
$263K
MA
2259
MKT Advisors
California
$262K
CAM
2260
Claret Asset Management
Quebec, Canada
$262K
GWM
2261
Greenwich Wealth Management
Connecticut
$261K
HC
2262
Hara Capital
Washington
$261K
OCBCO
2263
Oversea-Chinese Banking Corp (OCBC)
Singapore
$260K
JWM
2264
Johnson Wealth Management
North Dakota
$260K
GIA
2265
Guyasuta Investment Advisors
Pennsylvania
$260K
PCMC
2266
Paragon Capital Management (Colorado)
Colorado
$259K
BIG
2267
Builder Investment Group
Georgia
$259K
HPM
2268
Hoxton Planning & Management
West Virginia
$259K
TPWA
2269
Twin Peaks Wealth Advisors
California
$259K
FMN
2270
Financial Management Network
California
$259K
WA
2271
WBH Advisory
Maryland
$258K
CFA
2272
Capstone Financial Advisors
Illinois
$258K
FCM
2273
Fortis Capital Management
Washington
$258K
WMP
2274
Wealth Management Partners
Arizona
$258K
SPI
2275
Sutton Place Investors
New York
$258K