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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
FPL
2251
Fortress Private Ledger
North Carolina
$265K
BW
2252
BXM Wealth
Colorado
$265K
CWP
2253
Core Wealth Partners
California
$264K
QFW
2254
QTR Family Wealth
Florida
$264K
UWPG
2255
Ullmann Wealth Partners Group
Florida
$264K
CIAS
2256
CFS Investment Advisory Services
New Jersey
$263K
CPCP
2257
Cedar Point Capital Partners
Iowa
$263K
IWP
2258
Invenio Wealth Partners
Florida
$263K
LCA
2259
Legend Capital Advisors
New York
$263K
KCP
2260
Kera Capital Partners
California
$263K
MA
2261
MKT Advisors
California
$262K
CAM
2262
Claret Asset Management
Quebec, Canada
$262K
GWM
2263
Greenwich Wealth Management
Connecticut
$261K
HC
2264
Hara Capital
Washington
$261K
OCBCO
2265
Oversea-Chinese Banking Corp (OCBC)
Singapore
$260K
JWM
2266
Johnson Wealth Management
North Dakota
$260K
GIA
2267
Guyasuta Investment Advisors
Pennsylvania
$260K
PCMC
2268
Paragon Capital Management (Colorado)
Colorado
$259K
BIG
2269
Builder Investment Group
Georgia
$259K
HPM
2270
Hoxton Planning & Management
West Virginia
$259K
TPWA
2271
Twin Peaks Wealth Advisors
California
$259K
FMN
2272
Financial Management Network
California
$259K
WA
2273
WBH Advisory
Maryland
$258K
CFA
2274
Capstone Financial Advisors
Illinois
$258K
FCM
2275
Fortis Capital Management
Washington
$258K